TATA Capital LTD.
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Job Description:
JD For RM- Wealth
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 short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based 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 cross-referral.
- 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 or B2B clientele & build a portfolio thereon.
- Acquisition - Assist Head RM in executing successful micro-events 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 up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.
-
Manager - Operations (PMO)
5 days ago
Kolkata, West Bengal, India Bhatkawa Tea Industries Limited Full-timeBhatkawa Tea Industries Ltd | Kolkata Head Office, with travel to estates in the Dooars and Terai Bhatkawa Tea Industries Ltd is a vertically integrated CTC tea producer with two estates, Bhatkawa and Pahargoomiah, in North Bengal, and a head office in Kolkata. We are seeking a Manager - Operations to run the Director’s office as a project and performance...
-
Manager Operations
6 days ago
Kolkata, West Bengal, India HSBC Full-timeSome careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive...
-
Customer Service Executive
2 days ago
Kolkata, West Bengal, India Tata Capital Full-timeDescription Perform the following under the guidance/direction of Supervisor/Manager • With help of Supervisor/ Manager, Identify the customers for protentional Business • Collect the documents from Customers and validate as per the organization norms • Logging the case in the system as per SOP and follow the process for disbursement. • Fulfil -...
-
Subject Matter Expert
1 week ago
Kolkata, West Bengal, India HSBC Full-timeSome careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of the largest banking...
-
Customer Service
6 days ago
Kolkata, West Bengal, India Tata Capital Full-timeDescription Achieving business targets as laid down by acquiring new client relationships and maintaining them. Graduate in any discipline • Identify target areas for prospective business • Pre-screen customer segments as per the organization norms • Ensure the number of log in along with disbursement •...
-
Customer Service Executive
1 week ago
Kolkata, West Bengal, India Tata Consultancy Services Full-timeWalk-In Drive at TCS Kolkata hiring for Customer Service Process Associate! Role: Customer Service Process Associate (Webchat) Skill: Customer Service Experience: 1 year to 5 years Job Location: Kolkata Shift: 24x7 shifts Interview Date: 24th Oct 2026, Saturday Entry Time: 10:00 AM to 12:30 PM Interview Location: Tata Consultancy Services Ltd, Gitanjali...
-
Manager Operations
2 weeks ago
Kolkata, West Bengal, India HSBC Full-timeSome careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of the largest banking...
-
Manager Operations
2 weeks ago
Kolkata, West Bengal, India HSBC Full-timeSome careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of the largest banking...
-
Fund Administrator
2 weeks ago
Kolkata, West Bengal, India HSBC Full-timeSome careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of the largest banking...
-
Manager Operations
2 weeks ago
Kolkata, West Bengal, India HSBC Full-timeSome careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of the largest banking...
