20 Oct
|
Tata Capital
|
Bengaluru
20 Oct
Tata Capital
Bengaluru
Company Description Tata Capital Limited is a holistic financial services provider serving retail, housing, SME, and corporate customers across India. With a pan-India presence of 1,500+ branches, the organization offers a wide range of financial products and services. Its portfolio includes Consumer Finance, Housing Finance, Commercial Finance, Cleantech Finance, Microfinance, Debt Syndication, Private Equity, and Credit Cards. Tata Capital focuses on customer-centric solutions, combining financial expertise with technology-driven services to support diverse financial needs.
Role Description The Relationship Manager – Wealth role is a full time, on-site position based in the Greater Bengaluru Area. The role involves managing and growing a portfolio of wealth management clients by understanding their financial goals and recommending suitable products and solutions. Daily responsibilities include conducting financial needs assessments, advising on investment and insurance options, and executing transactions in line with client objectives and risk profiles.
The Relationship Manager will regularly review client portfolios, monitor market trends, and ensure compliance with internal policies and regulatory guidelines. The role also requires maintaining strong client relationships through regular meetings, timely communication, and coordination with internal teams to deliver high-quality service.
Qualifications
• Candidates should possess skills in Financial Planning and Finance to assess client needs, create tailored plans, and manage overall financial health.
• Candidates should possess skills in Investment Management and Investments to construct, monitor, and optimize client portfolios in line with risk and return expectations.
• Candidates should possess skills in Insurance to advise on risk protection solutions and integrate insurance products within comprehensive wealth plans.
• Strong client relationship management, communication, and interpersonal skills, with th
📌 Relationship Manager wealth (Bengaluru)
🏢 Tata Capital
📍 Bengaluru