Tata Capital Finance Ltd

Wealth Relationship Manager

Tata Capital Finance Ltd
New Delhi
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 2 yearsMin. 2 years

Job Description

Relationship Manager - Wealth - Delhi - Videocon Towers - 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 locationDelhi, Delhi - Videocon Towers, 7th Floor, Videocon Towers,� Block� 7 E, Jhandewalan Extention, New Delhi, Delhi, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryLife Insurance
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 2 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

Destiny Science
Janak Puri, New Delhi
₹18,000 - ₹35,000*
Work from Office
Full Time
Min. 1 year
Basic English

Sales Counselor

Gleuhr Wellness Private Limited
Preet Vihar, New Delhi
₹25,000 - ₹49,000*
Work from Office
Full Time
Min. 2 years
Basic English
Metro Safety Products

Business Development & Sales Executive

Metro Safety Products
Paschim Vihar, New Delhi
₹19,000 - ₹22,000*
Work from Office
Full Time
Min. 2 years
Basic English

Marketing Executive

Abs Logistics Private Limited
Kirti Nagar, New Delhi
₹35,000 - ₹45,000
Work from Office
Full Time
Min. 3 years
Good (Intermediate / Advanced) English
Rapidhire

Lead Generation Executive

Rapidhire
Sainik Farm, New Delhi
₹20,000 - ₹33,000*
Work from Office
Full Time
Any experience
Good (Intermediate / Advanced) English

Retail Sales Executive

Paper Pajama Company
Dwarka, New Delhi
₹12,000 - ₹35,000*
Field Job
Part Time
Full Time
Freshers only
Basic English