Senior Relationship Manager - Wealth - Sales - Nashik - Metro 99 Commercial Complex - MM
NashikFull-timeSenior levelPosted 1 week ago
Senior finance role at Tata Capital in Nashik. Needs a degree.
About the role
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.
What you'll do
- Ensure profitability of the portfolio: Generate high Income per Customer
- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives
What you need
- Sales
- Wealth management
- Portfolio management
- Cross-selling
- Business development
- Customer service