▷ Only 24h Left: Sr Relationship Manager

5 days ago


Delhi Delhi NCR, India Tata Capital Full time

Job Description Key Responsibilities: Client Acquisition and Relationship Management: - Engage with HNI clients to understand and address their investment requirements. - Offer a comprehensive range of investment products including Debt, Structured Products, Equities, Mutual Funds, Fund-based Real Estate, and other suitable options. - Acquire and manage a portfolio of HNI clients. - Profile clients and provide tailored financial solutions to meet their needs. - Deepen client relationships through cross-selling of financial products and services. - Enhance and retain client profitability by increasing wallet share. - Ensure portfolio profitability by generating high income per client. - Acquire new clients through referrals and active networking to contribute to business growth. Marketing and Business Development: - Support the development and implementation of marketing plans for new client acquisition in corporate and B2C/B2B segments. - Execute micro-events and initiatives for client acquisition in collaboration with the Head RM. - Work closely with internal teams including research, investment, and compliance to deliver accurate and compliant investment solutions. Financial and Product Expertise: - Stay up-to-date with industry trends, economic developments, and regulatory changes affecting clients financial positions. - Ensure profitability of assigned portfolios through strategic investment recommendations.



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