- Develop and maintain robust relationships with high net worth clients to understand their financial goals and provide tailored solutions.
- Identify new business opportunities and expand existing client relationships through effective sales strategies.
- Collaborate with internal teams to deliver exceptional customer service and ensure seamless execution of transactions.
- Conduct thorough needs analysis to identify cross-sell and upsell opportunities for various products and services.
- Provide expert advice on investment planning, portfolio management, and wealth transfer strategies to clients.
- Monitor market trends and competitor activity to stay ahead in the industry.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Sr Relationship Manager - Wealth (Kolkata)
🏢 Tata Capital
📍 Kolkata