Job Description

Sr. Relationship Manager - Wealth

REPORTS TO (SOLID & MATRIX):

Business Unit:

Tata Capital Limited

Department:

Wealth

Sub Function:

Sales

Number of Positions: Single

/ Multiple

Position Type: Full Time

Job Purpose

Direct Reports (Position Title)

Resources

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 -
Team Size
Direct:


Indirect Team Size (Onrolls):





Financial Resources
Book Size: INR


Net interest income:

Main Accountabilities

Qualifications & Experience


Minimum Degree: Postgraduate/ Graduate in any discipline.


Minimum Experience - 3-6 years of Experience


Leadership Competencies:


Ownership


Speed


Passion


Boundaryless Behaviour


Meritocracy


Customer Focus


Tech Quotient


Cost Consciousness


Adaptive


Empathetic


Collaborative


Analytical


Compliance


Resilient


Functional Competencies


TCL shall populate as per the existing grid

Key Decisions taken

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.

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