Wealth Relationship Manager

Tata Capital Finance Ltd

Patna

Not disclosed

Work from Office

Full Time

Min. 2 years

Job Details

Job Description

Relationship Manager - Wealth - Sales - Patna - Parth Ashtha - 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 location

Patna, Patna - Parth Ashtha, 2nd Floor, Parth Ashtha, Jagdeo Path, Bailey Road, Patna, Patna, Bihar, India

Department

Banking / Insurance / Financial Services

Role / Category

Life Insurance

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 2 years

About company

Name

Tata Capital Finance Ltd

Job posted by Tata Capital Finance Ltd

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