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

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

What is the eligibility criteria to apply for Wealth Relationship Manager in Tata Capital Finance Ltd in Surat?

The candidate should have completed the required education and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Surat to get hired quickly.

Is there any specific skill required for this job?

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

Who can apply for this job?

Both Male and Female candidates can apply for this job.

Is it a work from home 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 Surat at apna.

Are there any charges or deposits required while applying for the role or while joining?

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

How can I apply for this job?

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

What is the last date to apply?

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

Wealth Relationship Manager

Tata Capital Finance Ltd

Wealth Relationship Manager

Tata Capital Finance Ltd

Surat

Not disclosed

Work from Office

Full Time

Min. 2 years

Job Description

Relationship Manager -Wealth- Sales-Surat - Reegus Business Centre - JM

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 locationSurat, Surat - Reegus Business Centre, Office No 501/502/503, 5th Floor, Reegus Business Centre, New City Light Road, Surat, Surat, Gujarat, India