15 Oct
ConsultBae India Private
Surat
Role Senior Relationship Manager Wealth (Gujrat)
Experience 10 Years
Mode WFO 5.5 days
Location Surat Ahmedabad and Baroda
Job Purpose
The purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets investment products and a commitment to delivering exceptional client service. The person will also be responsible for Business Development Portfolio Performance Analysis Portfolio Modelling Portfolio Management and Business Analytics Financial Analyst Wealth Management
Responsibilities:
Client Acquisition and Relationship Management:
Address HNI clients for investment requirements through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his shortterm and longterm investment goals via proper profiling and offering of Debt products Structures
Equities MFs and Fundbased Real Estate products and other Investment products.
- Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
- Profiling Customers and providing 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 a larger share of Wallet.
- Ensure profitability of the portfolio: Generate high Income per Customer.
- Acquire new customers who meet product criteria through crossreferral.
- Actively network and seek referrals to expand the client base and contribute to business growth targets.
Marketing and Business Development:
- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
- This role is to acquire B2C clientele & build a portfolio thereon.
- Acquisition Assist Head RM in executing successful microevents for the acquisition of new clients.
- Acquire new accounts from group Collaborate within the internal teams including research investment and compliance to ensure the delivery of accurate and compliant investment solutions to clients.
Financial and Product Expertise:
- Ensure profitability of the portfolio: Generate high Income per Customer.
- Stay uptodate with industry trends economic developments and regulatory changes that could impact clients' financial positions.
About Company
Tata Capital Limited is a financial and investment service provider in India. The company is based in Mumbai and has more than 100 branches across the country. The firm offers consumer loans wealth management commercial finance and infrastructure finance among others.
Tata Capital a subsidiary of Tata Sons Limited was established in the year 2007. It is the financial services arm of the USD 108 billion Tata Group. It is a holding company of Tata Capital Financial Services Limited (TCFSL) Tata Securities Limited and Tata Capital Housing Finance Limited.
The company is registered with the Reserve Bank of India (RBI) as a Systematically Important Deposit Accepting NonBanking Financial Company.
Tata Capital offers services like commercial finance investment banking consumer loans private equity treasury advisory and credit cards. It serves corporate retail and institutional customers through its wholly owned subsidiary TCFSL.
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