Relationship Manager – Customer Service (HNI Wealth)

Company: Tata Capital

Job Type: Full-time

Work Mode: On-site

Locations: Bengaluru, Chennai, Hyderabad, Mumbai, New Delhi

Experience Required: 2–5 Years

CTC: ₹7 LPA – ₹10 LPA

About the Role

Tata Capital is looking for customer-focused professionals to join its Wealth Customer Service team. In this role, you will engage with existing High Net Worth Individual (HNI) customers, provide exceptional service, resolve queries, build long-term relationships, and support customer engagement initiatives.

This is an excellent opportunity for candidates with experience in banking, wealth management, NBFCs, or financial services who enjoy interacting with premium clients.

Key Responsibilities

- Make outbound calls to existing Tata Capital Wealth customers.
- Build and maintain strong relationships with HNI and premium customers.
- Understand customer requirements and coordinate with Relationship Managers whenever required.
- Resolve customer queries promptly and professionally.
- Conduct welcome and introduction calls for newly onboarded customers.
- Provide regular updates regarding products and services.
- Generate referrals from existing customers for new investor onboarding.
- Track customer concerns and ensure timely resolution.
- Record and update all customer interactions and queries in the CRM system.
- Deliver an outstanding customer experience while maintaining compliance standards.

Required Qualifications

- Bachelor's degree in any discipline.
- 2–5 years of experience in Customer Service, Client Servicing,



Relationship Management, or Wealth Management.
- Experience handling HNI, Premium Banking, Wealth Management, or Financial Services customers is highly preferred.
- Excellent verbal and written communication skills.
- Strong relationship-building and problem-solving abilities.
- Comfortable working with CRM systems and Microsoft Office.

Preferred Qualifications

- MBA in Finance is an added advantage.
- Experience in Banking, NBFC, Investment Advisory, Wealth Management, Mutual Funds, or Financial Services.

Key Skills

- Customer Relationship Management
- Client Servicing
- HNI Customer Handling
- Wealth Management
- Portfolio Support
- CRM
- Customer Experience
- Communication Skills
- Query Resolution
- Relationship Building
- Outbound Calling

Preferred Industry Background

Candidates from the following organizations are encouraged to apply:

- Tata Capital
- HDFC Bank
- ICICI Bank
- Axis Bank
- Kotak Mahindra Bank
- IndusInd Bank
- IDFC FIRST Bank
- Bajaj Finance
- Aditya Birla Capital
- Motilal Oswal
- IIFL
- Anand Rathi
- HSBC
- Standard Chartered

Why Join Tata Capital?

- Work with one of India's most trusted financial institutions.
- Opportunity to serve premium and HNI customers.
- Strong growth opportunities and learning opportunities.
- Professional and customer-centric work environment.
- Competitive compensation and benefits.

Apply now if you have a passion for customer relationships, wealth management, and delivering exceptional client service.

Pay: ₹700,000.00 - ₹1,000,000.00 per year

Work Location: In person

📌 Customer Service (HNI Wealth) (India)
🏢 Tasknera
📍 India