Senior Relationship Manager - Wealth - Sales - Mumbai - Goregaon (E) - MM*
Tata Capital LimitedMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire and manage a portfolio of High Net Worth Individual (HNI) clients by profiling and offering tailored investment products including Debt, Equities, Mutual Funds, and Real Estate products.
Enhance customer profitability and portfolio income by cross-selling and deepening relationships within mapped broking clients and through active networking and referrals.
Collaborate with internal teams including research, investment, and compliance to deliver accurate and compliant investment solutions and support marketing and business development initiatives to acquire new customers in B2C or B2B segments.
Minimum Requirements
Experience Required: Not explicitly mentioned in the JD
Ability to acquire and manage HNI client portfolio with investment product knowledge including Debt, Equities, Mutual Funds, and Fund-based Real Estate products.
Must have skills in profiling customers, cross-selling financial products, and client acquisition strategies.
Not explicitly mentioned: mandatory degree, location, notice period, or regulatory licenses.
Ideal Candidate Profile
Experienced in relationship management with a focus on wealth management and HNI clientele.
Demonstrates strategic capability in client acquisition, cross-selling, and portfolio profitability enhancement.
Operates well in a collaborative environment coordinating with research, investment, and compliance teams to deliver client solutions and support business growth.