Relationship Manager - Wealth - Baroda - Pancham Highstreet - JM
- LocationIndia
- Work typeNot stated
- EmploymentFull-time
- Posted5 November 2026
- SourceTata Capital's careers page (Oracle Recruiting)
Live checkFirst seen yesterday; still listed on Tata Capital's careers page 56 min ago.
Moves fastWhen Tata Capital takes a role down early, it is usually about 4 days after posting. Apply soon.
At a glance
- EducationMaster's degree or equivalent
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Check my fitAbout the role
11100
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
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