Relationship Manager - Customer Service (HNI Wealth)

Company : Tata Capital

Job Type : Full-time

Work Mode : On-site

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 recent 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.

Key Skills

- Customer Relationship Management
- Client Servicing
- HNI Customer Handling
- Wealth Management
- Portfolio Support
- CRM
- Customer Experience
- Communication Skills
- Query Resolution
- Relationship Building
- Outbound Calling

Preferred Industry Background

- Tata Capital
- HDFC Bank
- ICICI Bank
- Axis Bank
- Kotak Mahindra Bank
- IndusInd Bank
- IDFC FIRST Bank
- Bajaj Finance
- Aditya Birla Capital
- Motilal Oswal
- IIFL
- Anand Rathi
- HSBC
- Standard Chartered

Why Join Tata Capital?

- Work with one of India's most trusted financial institutions.
- Opportunity to serve premium and HNI customers.
- Strong career growth and learning opportunities.
- Professional and customer-centric work environment.
- Competitive compensation and benefits.

Pay: ₹700,000.00 - ₹1,000,000.00 per year

Work Location: In person

📌 Customer Service (Hni Wealth) (Delhi)
🏢 Tasknera
📍 Delhi