Relationship Manager - Wealth
Tata Capital · chennai, India
business developmentportfolio managementwealth managementfinancial analysiscustomer acquisitioncross sellingexperienced
Job Description
The Relationship Manager will address HNI clients for investment requirements, providing a range of financial products including Debt, Structures, Equities, MFs, and Real Estate. Responsibilities include acquiring new customers, profiling clients, and enhancing profitability through cross-selling. The role focuses on delivering superior service to help clients achieve their investment goals.
Qualifications
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
Skills Required
- business development
- portfolio management
- wealth management
- financial analysis
- customer acquisition
- cross selling
Location
City: chennai · Country: India