Company: Tata Capital

Location: Multiple Locations (As Applicable)
Position: Relationship Manager – Wealth Management
Employment Type: Full time
Experience: 3–6 Years
Qualification: Graduate/Postgraduate in any discipline

About the Role

Tata Capital is looking for a dynamic and client-focused Relationship Manager – Wealth Management to manage and grow relationships with High Net Worth Individuals (HNIs). The ideal candidate will have strong expertise in financial products, investment advisory, and business development while delivering exceptional customer service and portfolio growth.

Key Responsibilities

- Acquire and manage High Net Worth Individual (HNI) clients.
- Understand clients' financial goals and recommend suitable investment solutions.
- Advise clients on Equities, Mutual Funds, Debt Products, Structured Products, Real Estate Funds, and other investment products.
- Build long-term relationships through excellent customer service and regular portfolio reviews.
- Cross-sell financial products to existing clients and increase wallet share.
- Generate referrals and acquire new clients through networking and business development.
- Conduct client meetings, investment presentations, and acquisition events.
- Work closely with internal research, investment, and compliance teams.
- Monitor portfolio performance and provide strategic investment recommendations.
- Stay updated on financial markets,



industry trends, and regulatory developments.

Required Skills & Experience

- 3–6 years of experience in Wealth Management, Banking, or Financial Services.
- Experience managing HNI/UHNI client portfolios.
- Strong knowledge of:
- Equities
- Mutual Funds
- Debt Products
- Structured Products
- Real Estate Investment Products
- Excellent relationship management and client acquisition skills.
- Strong communication, negotiation, and analytical abilities.

Preferred Experience

- Experience in acquiring B2B/B2C clients.
- Proven track record in portfolio growth and revenue generation.
- Strong understanding of financial planning and investment advisory.

What We're Looking For

- Customer-first mindset
- Ownership and accountability
- Strong business development skills
- Analytical thinking
- Adaptability and resilience
- Team collaboration
- Compliance-focused approach

Why Join Tata Capital?

- Be part of the trusted Tata Group.
- Work with one of India's leading financial services organizations.
- Excellent career growth and learning opportunities.
- Performance-driven culture with strong leadership support.
- Exposure to premium wealth management and investment advisory.

Pay: ₹1,300,000.00 - ₹1,800,000.00 per year

Application Question(s):

- How many years of Experience you have ?

Work Location: Remote

📌 Sr. Relationship Manager (India)
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📍 India