Wealth Relationship Manager

Not Disclosed

Tata Capital Finance Limited

Jejuri, Pune

2 - 6+ years Experience in Sales / Business Development

1 Opening

Full Time

Job Highlights

All Education levels

All genders

5 days working | Day Shift

Job Description

Relationship Manager - Wealth - Pune - Baner - 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

Other Details

It is a Full Time Sales / Business Development job for candidates with 2 - 6+ years Experience.

More about this Wealth Relationship Manager job

What are the eligibility criteria for this Wealth Relationship Manager job?
Ans : Candidates should have All Education levels with 2-7 years of experience for this Wealth Relationship Manager job offered by Tata Capital Finance Limited in Jejuri, Pune.
What salary is offered for this Wealth Relationship Manager job?
Ans : Salary details will be shared during the hiring process.
What shift and timings does this job follow?
Ans : This Wealth Relationship Manager job follows a Day shift.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Jejuri, Pune.
How many vacancies are there for this Wealth Relationship Manager job?
Ans : There is 1 vacancy for this Wealth Relationship Manager role.
Is this job open for all genders?
Ans : Yes, this Wealth Relationship Manager job is open for both male and female candidates.
What is the job location for this position?
Ans : The job location for this Wealth Relationship Manager position is Jejuri, Pune.
What makes this Wealth Relationship Manager job a good opportunity?
Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening.