Tata Capital Finance Ltd

Wealth Relationship Manager

Tata Capital Finance Ltd
Bengaluru/Bangalore
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 5 yearsMin. 5 years

Job Description

Relationship Manager - Wealth - Bengaluru - Prestige Corniche - JM

11100

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

• Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.
• Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
• Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients
• Profiling Customers and provide financial products to meet customer needs
• Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs
• To Enhance & Retain customer profitability by capturing larger share of Wallet
• Ensure profitability of the portfolio: Generate high Income per Customer
• Acquire new customers who meet product criteria through cross-refer

MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

 

Job role

Work location
Work locationBengaluru, Bengaluru - Prestige Corniche, 2nd� Floor, Prestige Corniche, No.62, Richmond Road, Bengaluru, Bengaluru, Karnataka, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryTrading, Asset & Wealth Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 5 years

About company

Name
NameTata Capital Finance Ltd
Job posted by Tata Capital Finance Ltd

Similar jobs you can apply for

Field Sales

Sales Executive

Hairline International Hair & Skin Clinic
Indira Nagar, Bengaluru/Bangalore
₹15,000 - ₹40,000*
Work from Office
Full Time
Min. 1 year
Good (Intermediate / Advanced) English
Muthoot Finance

Internship Trainee

Muthoot Finance
Marathahalli, Bengaluru/Bangalore
₹10,000 - ₹14,000
Work from Office
Full Time
Freshers only
Basic English
Earlyjobs

Customer Care Support Officer- BPO

Earlyjobs
Vasanth Nagar, Bengaluru/Bangalore
₹18,000 - ₹22,000
Work from Office
Full Time
Any experience
Good (Intermediate / Advanced) English
Kotak Life Insurance

Agency Development Manager

Kotak Life Insurance
Kempegowda Nagar, Bengaluru/Bangalore
₹30,000 - ₹1,00,000*
Work from Office
Full Time
Min. 2 years
Good (Intermediate / Advanced) English
Muthoot Finance

Business Development Executive

Muthoot Finance
New Tippasandra, Bengaluru/Bangalore
₹10,000 - ₹14,000
Work from Office
Full Time
Freshers only
Basic English
Sri Sai Interiors

Business Development Manager (BDM)

Sri Sai Interiors
JP Nagar, Bengaluru/Bangalore
₹45,000 - ₹65,000
Work from Office
Full Time
Min. 3 years
Basic English

You can expect a minimum salary of 0 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed the required education and people who have 5 to 31 years are eligible to apply for this job. You can apply for more jobs in Bengaluru/Bangalore to get hired quickly.

The candidate should have sound communication skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Bengaluru/Bangalore at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is . For more details, download apna app and find Full Time jobs in Bengaluru/Bangalore . Through apna, you can find jobs in 64 cities across India. Join NOW!