Senior Relationship Manager - Wealth - Sales - Mumbai - Lodha (I-Think Techno Campus) - MM*
Tata Capital LimitedMatch Score
Against your primary resumeLogin to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Protocol Intelligence
Data-driven signals on your job's competitivenessLog in to see why each signal reads the way it does.
Job Description
Structured overview of role & requirementsAbout This Role
Acquire and manage a portfolio of High Net Worth Individual (HNI) clients, providing investment and financial product solutions to meet their goals.
Deepen client relationships through cross-selling and increasing share of wallet to ensure portfolio profitability and high income per customer.
Collaborate with internal teams and participate in marketing and business development activities including client acquisition events and networking to grow the client base.
Minimum Requirements
Work Experience Required: Not explicitly mentioned in the JD
Mandatory domain: Wealth management and HNI client relationship management
Technical skills: Knowledge of various financial products (Debt, Equities, Mutual Funds, Fund-based Real Estate) and investment advisory
Location requirement: Mumbai (Lodha, I-Think Techno Campus)
Ideal Candidate Profile
Experienced in acquiring and managing HNI client portfolios with a focus on increasing wallet share and profitability.
Strong understanding of financial markets, investment products, and compliance requirements.
Capable of executing marketing initiatives and working collaboratively with internal teams to deliver tailored client investment solutions.