17 Oct
ConsultBae India Private
Surat
Role Relationship ManagerWealth(Gujrat)
Experience59 Years
ModeWFO 5.5days
LocationSurat Ahmedabad andBaroda
JobPurpose
The purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep understanding of financial markets investmentproducts and a commitment to delivering exceptional client service.The person will also be responsible for Business DevelopmentPortfolio Performance Analysis Portfolio Modelling PortfolioManagement and Business Analytics Financial Analyst WealthManagement
Responsibilities:
ClientAcquisition and RelationshipManagement:
AddressHNI clients for investment requirements through exclusive productbouquet and superior and seamless service delivery to assist theclient in achieving his shortterm and longterm investment goals viaproper profiling and offering of Debt productsStructures
Equities MFs and Fundbased RealEstate products and other Investmentproducts.
- Acquisition and handling agroup of HNI (High Net Worth Exclusive)Clients.
- Profiling Customers and providingfinancial products to meet customerneeds.
- Deepen the relationship by Cross sellingto mapped broking clients and Services according to CustomerNeeds.
- To Enhance & Retain customerprofitability by capturing a larger share ofWallet.
- Ensure profitability of the portfolio:Generate high Income per Customer.
- Acquire newcustomers who meet product criteria throughcrossreferral.
- Actively network and seekreferrals to expand the client base and contribute to businessgrowthtargets.
Marketingand BusinessDevelopment:
- Assistingthe development and implementation of marketing plans for acquiringnew customers in the corporate space and formulate acquisitioninitiatives.
- This role is to acquire B2Cclientele & build a portfoliothereon.
- Acquisition Assist Head RM inexecuting successful microevents for the acquisition of newclients.
- Acquire new accounts from groupCollaborate within the internal teams including research investmentand compliance to ensure the delivery of accurate and compliantinvestment solutions toclients.
Financialand ProductExpertise:
- Ensureprofitability of the portfolio: Generate high Income perCustomer.
- Stay uptodate with industry trendseconomic developments and regulatory changes that could impactclients' financialpositions.
AboutCompany
TataCapital Limited is a financial and investment service provider inIndia.
The company is based in Mumbai and has more than 100branches across the country. The firm offers consumer loanswealth management commercial finance andinfrastructure finance among others.
TataCapital a subsidiary of Tata Sons Limited was establishedin the year 2007. It is the financial services arm of theUSD 108 billion Tata Group. It is a holding company ofTata Capital Financial Services Limited (TCFSL) Tata SecuritiesLimited and Tata Capital Housing FinanceLimited.
The company is registered with theReserve Bank of India (RBI) as a Systematically ImportantDeposit Accepting NonBanking Financial Company. Tata Capital offersservices like commercial finance investment bankingconsumer loans private equity treasury advisory and creditcards.
It serves corporate retail and institutional customersthrough its wholly owned subsidiaryTCFSL.
financial services knowledge,productexpertise,client acquisition,customer acquisition,wealth managementknowledge,market credibility,sip,interpersonal skills,financialmarkets,market credibility enhancement,risk management,riskpolicies adherence,communication,financial advisory,assetallocation,market research,aif,marketing skills,wealthproducts,client management,wealth management,portfolio services,aiffund management,risk policies,wealth productsunderstanding,marketing,financial analysis,listeningskills,pms,private wealth,mf,company knowledge,salesstrategies,investment trends analysis,mis reporting,marketanalysis,investment products,sip book,clientservicing,sales,relationship management,businessdevelopment,revenue generation,asset management,private wealthmanagement,business development skills,communicationskills,portfolio management,wealth,financial needsunderstanding
▶️ Relationship Manager - Wealth Gujrat
🖊️ ConsultBae India Private
📍 Surat