Wealth Relationship Manager

Not Disclosed

Tata Capital Finance Limited

Sundarapuram, Coimbatore

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 - Sales - Coimbatore - Maple Tower - 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 qualifications and experience are required for this Wealth Relationship Manager position?
Ans : Candidates should have All Education levels with 2-7 years of experience.
What is the salary and job type for this role?
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 Sundarapuram, Coimbatore.
How many openings are available for this position?
Ans : There is 1 opening available for this position.
Is this job open for all genders?
Ans : Yes, this Wealth Relationship Manager job is open for both male and female candidates.
Where is this job located?
Ans : This Wealth Relationship Manager job is located in Sundarapuram, Coimbatore.
Why should you apply for this Wealth Relationship Manager job?
Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening available.