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Relationship Manager - Wealth - Sales - Indore - M.G Road - JM

Tata Capital — Indore, BHARUCH

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Experience 0-5 Years yrs
Age 21-35 yrs
Gender Both
Salary Not Disclosed LPA
Department Sales Loans
Product Loans

Job Description

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

 


This opening is for the Relationship Manager - Wealth - Sales - Indore - M.G Road - JM position in Indore.

Frequently Asked Questions

What are the eligibility criteria for the Relationship Manager - Wealth - Sales - Indore - M.G Road - JM job at Tata Capital?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-5 Years years of relevant experience expected for this role.

What are the primary responsibilities of a Relationship Manager - Wealth - Sales - Indore - M.G Road - JM at Tata Capital?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Relationship Manager - Wealth - Sales - Indore - M.G Road - JM at Tata Capital.

Is prior experience required for this position?

This role requires around 0-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.

What skills are important for this role?

Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.

How do I apply for the Relationship Manager - Wealth - Sales - Indore - M.G Road - JM role at Tata Capital?

You can apply directly using the Apply Now button on this page, which will take you to Tata Capital's application process for this role.