How much salary can I expect as a Wealth Relationship Manager in Tata Capital Finance Ltd in Mumbai/Bombay?

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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 Mumbai/Bombay to get hired quickly.

Is there any specific skill required for this job?

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Wealth Relationship Manager

Tata Capital Finance Ltd

Wealth Relationship Manager

Tata Capital Finance Ltd

Mumbai/Bombay

Not disclosed

Work from Office

Full Time

Min. 5 years

Job Description

Relationship Manager - Wealth - Mumbai - Goregaon (E) - 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 locationMumbai, Mumbai - Goregaon (E), Office No. 13, 13th Floor, North Side, Romell Tech Park, Off Western Express Highway, Village Pahadi, Goregaon (East), Mumbai, Maharashtra - 400063, Mumbai, Maharashtra, India