Relationship Manager Wealth Mumbai Lower Parel Jm Ch Job In Tata Group In Mumbai, India

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Job Details
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
  • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist 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
  • Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives
  • Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients
  • Profiling 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
  • To Enhance & Retain customer profitability by capturing larger share of Wallet
  • Ensure profitability of the portfolio: Generate high Income per Customer
  • Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM, IRDA certified
  • Candidate Profile
    Tata Group is looking for .

    Tata Group is looking for Any Graduate / Post Graduate profile candidates.

    Short Job Information


    Job Title : Relationship Manager Wealth Mumbai Lower Parel Jm Ch
    Company Name : Tata Group
    Job Location : Mumbai, India
    Education : Any Graduate / Post Graduate
    Category : Computers / IT
    Experience : Freshers
    Post Date : 03 May, 2022
    Last Date : 04 June, 2023
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