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Tata Capital

Relationship Manager - Wealth - - Srijan Tech Park - JM

Tata Capital
Kolkata
2-5 Years

This job is no longer accepting applications

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  • Posted 3 months ago

Job Description

  • Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
  • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist 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.
  • Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
  • Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients
  • Profiling Customers and provide 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 larger share of Wallet
  • Ensure profitability of the portfolio: Generate high Income per Customer
  • Acquire new customers who meet product criteria through cross-refer
  • MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

More Info

Job Type:
Permanent Job
Industry:
Financial Services
Role:
Relationship Manager
Function:
Banking
Employment Type:
Full time
Open to candidates from:
Indian

About Company

Tata Capital

Tata Capital Limited ("TCL"), the flagship financial services company of the Tata Group, is a subsidiary of Tata Sons Private Limited and is registered with the Reserve Bank of India as a Systemically Important Non-Deposit Accepting Core Investment Company ("CIC"). Tata Capital and its subsidiaries are engaged in providing/supplying a wide array of services/products in the financial services sector and operates across various areas of business: Commercial Finance, Consumer Loans, Wealth Services and distribution and marketing of Tata Cards.

Job ID: 111857245

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Last Updated: 28-10-2025 10:16:29 AM
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