How much salary can I expect as a Senior Relationship Manager - Wealth in Tata Capital Finance Ltd in Jaipur?

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Senior Relationship Manager - Wealth

Tata Capital Finance Ltd

Senior Relationship Manager - Wealth

Tata Capital Finance Ltd

Jaipur

Not disclosed

Work from Office

Full Time

Min. 1 year

Job Description

Sr.Relationship Manager - Wealth - Jaipur - Golden Leaf - MM

11101

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 locationJaipur, Jaipur - Vaishali Nagar (2nd Floor), 2nd Floor, The Guman-1, F Block, SR-1-5, Vaishali Nagar, Near Amrapali Circle, Jaipur, Rajasthan, India