Job description for a role with us for Sr Wealth Manager, Tata Capital- Bangalore About the company: Tata Capital Limited is a subsidiary of Tata Sons Limited. The Company is registered with the Reserve Bank of India as a Core Investment Company and offers through itself and its subsidiaries fund and fee-based financial services to its customers, under the Tata Capital brand. As a trusted and customer-centric, one-stop financial services provider, Tata Capital caters to the diverse needs of retail, corporate and institutional customers, across various areas ofbusiness namely the Commercial Finance, Infrastructure Finance, Cleantech Finance, Wealth Management, Consumer Loans and distribution and marketing of Tata Cards. Tata Capital has over 500+ branches spanning all critical markets in India. Website Tata Capital - Personal Loans, Home Loans, Business Loans, Car Loans Tata Capital is one of India's leading NBFCs, offering a wide range of financial products and services for individuals, SMEs and corporate clients. Visit us online to learn more about our products and services. www.tatacapital.com Industry: Financial Services Company size: 5,001-10,000 employees Headquarters: Mumbai, Maharashtra Job Purpose: The purpose of the job is to be 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. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Main accountabilities: 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. Qualifications & Experience: - Minimum Degree: Postgraduate/ Graduate in any discipline. - Minimum Experience - 3-6 years of Experience

Indore

Wealth Manager 

Job Description for Wealth Manager  in Hrizen in  Indore MP for (4-9) years of experience. Apply Now!