Senior Relationship Executive

3 weeks ago


Coimbatore, Tamil Nadu, India ConsultBae India Private limited Full time

Job Purpose: The Senior Relationship Manager is responsible for building and nurturing strong, long-lasting relationships with high net worth 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.



Responsibilities:



Client Acquisition and Relationship Management:




  • Acquire and handle a group of high net worth exclusive clients.
  • Profile 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.
  • 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 cross-referral.
  • Actively network and seek referrals to expand the client base and contribute to business growth targets.


Marketing and Business Development:




  • Assist in the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
  • Acquire B2C clientele & build a portfolio thereon.
  • Acquisition assist the Head RM in executing successful micro-events for the acquisition of new clients.
  • Acquire new accounts from groups and collaborate within 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 up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.


About the 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 Non-Banking 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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