Relationship ManagerREPORTS TO (SOLID & MATRIX): Position Grade: M3/M4Business Unit: Tata Capital Financial Services Limited Department: WealthSub Function: SalesLocation: to be provided by TCL (PAN India Positions)Number of Positions: Single/ MultiplePosition Type: Full TimeJob PurposeDirect Reports (Position Title)ResourcesThe purpose of the job is to be responsible for building and nurturing robust, 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
Team SizeDirect:
Indirect Team Size (Onrolls): Financial ResourcesBook Size: INR
Net interest income: Main AccountabilitiesQualifications & Experience
- Minimum Degree: Postgraduate/ Graduate in any discipline.
Functional Competencies
*TCL shall populate as per the existing* *grid*
Key Decisions taken
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 prod