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 recent customers who meet product criteria through cross-refer
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
📌 Relationship Manager (India)
🏢 Tata Capital
📍 India
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