Job Purpose
The purpose of the job is to be responsible for building and nurturing
strong, long-lasting relationships with high-net-worth clients, providing them
with expert financial advice and personalized wealth management solutions. The
role requires a deep understanding of financial markets, investment products,
and a commitment to delivering exceptional client service. The person will also
be responsible for Business Development, Portfolio Performance Analysis,
Portfolio Modelling, Portfolio Management and Business Analytics, Financial
Analyst, Wealth Management

Main Accountabilities
Client Acquisition and Relationship Management:
• Address HNI clients for investment requirements, through exclusive product
bouquet and superior and seamless service delivery to assist the 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.
• Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.




• Profiling Customers and providing 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 a larger share of
Wallet.
• Ensure profitability of the portfolio: Generate high Income per Customer.
• Acquire recent customers who meet product criteria through cross-referral.
• Actively network and seek referrals to expand the client base and
contribute to business growth targets.
Marketing and Business Development:
• Assisting the development and implementation of marketing plans for
acquiring new customers in the corporate space and formulate acquisition
initiatives.
• This role is to acquire B2C or B2B clientele & build a portfolio thereon.
• Acquisition - Assist Head RM in executing successful micro-events for the
acquisition of new clients.
• Acquire new acco

📌 Sr Relationship Manager (India)
🏢 Tata Capital
📍 India