Relationship Manager REPORTS TO (SOLID MATRIX): Position Grade: M3/M4 Business Unit: Tata Capital Financial Services Limited Department: Wealth Sub Function: Sales Location: to be provided by TCL (PAN India Positions) Number of Positions: Single/ Multiple Position Type: Full Time

Job Purpose Direct Reports (Position Title) Resources 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
- 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 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 i

📌 Relationship Manager (Bengaluru)
🏢 Rekrut India
📍 Bengaluru