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 new 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 implementation of marketing plans for acquiring
new customers in the corporate space and formulate acquisition initiatives.
* This role is to acquire B2C or B2B clientele & build a portfolio thereon.
* Acquisition - Assist Head RM in executing successful micro-events for the
acquisition of new clients.
* Acquire current accounts from group Collaborate within the internal teams
including research, investment, and compliance to ensure the delivery of
accurate and compliant investment solutions to clients.

Financial and Product Expertise:

* Ensure profitability of the portfolio: Generate high Income per Customer.
* Stay up-to-date with industry trends, economic developments, and regulatory
changes that could impact clients' financial positions.

📌 Sr. Relationship Manager (Pune)
🏢 Tata Capital
📍 Pune