Tata Capital Finance Ltd

Relationship Manager - Wealth

Tata Capital Finance Ltd
Kolkata/Calcutta
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 1 yearMin. 1 year

Job Description

Relationship Manager - Wealth - Kolkata - NPS

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 locationKolkata, Kolkata - Avani Signature, Block No. 302, Third Floor, 91/A/1, Avani Signature Building, Park Street, Kolkata, West Bengal - 700016, Kolkata, West Bengal, 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. 1 year

About company

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

Similar jobs you can apply for

Telecalling / BPO / Telesales
PNB Metlife India Insurance Company Limited

Client Service Executive

PNB Metlife India Insurance Company Limited
Jadavpur, Kolkata/Calcutta
₹15,000 - ₹85,000*
Work from Office
Part Time
Full Time
Any experience
Basic English
IndusInd Nippon Life Insurance (Reliance Nippon)

Supervisor

IndusInd Nippon Life Insurance (Reliance Nippon)
B B D Bag, Kolkata/Calcutta
₹15,000 - ₹40,000*
Work from Office
Part Time
Full Time
Any experience
No English Required
Benbox Realty

Presales Executive

Benbox Realty
Rajarhat, Kolkata/Calcutta
₹14,000 - ₹23,000*
Work from Office
Full Time
Min. 2 years
Good (Intermediate / Advanced) English
Kotak Life Insurance

Business Development Associate

Kotak Life Insurance
B B D Bag, Kolkata/Calcutta
₹25,000 - ₹1,47,000*
Work from Office
Full Time
Any experience
No English Required
GENIUS HRTECH LTD

Branch Sales Executive

GENIUS HRTECH LTD
Kolkata/Calcutta
₹15,000 - ₹29,000*
Field Job
Full Time
Any experience
No English Required
Sbi Life Insurance Company Limited

Sales Manager

Sbi Life Insurance Company Limited
Kaikhali, Kolkata/Calcutta
₹25,000 - ₹40,000*
Work from Office
Full Time
Min. 1 year
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 1 to 31 years are eligible to apply for this job. You can apply for more jobs in Kolkata/Calcutta 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 Kolkata/Calcutta 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 Kolkata/Calcutta . Through apna, you can find jobs in 64 cities across India. Join NOW!