Relationship Manager - Customer Service (HNI Wealth)
Company: Tata Capital
Job Type: Full-time
Work Mode: In office
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.
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.