Tata Capital·Today

Relationship manager - wealth - bengaluru - prestige corniche - jm

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Location

onsite, Bengaluru, Karnataka, India

Commitment

Full Time

Level

Junior (<2 years)

Required skills

Business DevelopmentPortfolio ManagementWealth ManagementFinancial AnalysisPortfolio ModelingClient AcquisitionRelationship ManagementCross-sellingInvestment AdvisoryDebt ProductsEquitiesMutual FundsReal Estate InvestmentHNI Client HandlingFinancial Profiling

Job Description

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

Ready to join the team?

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Sun
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  Senior Product Manager Interview
  Sarah Jenkins
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  Alex Chen
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  Product Manager Interview
  David G. (Hiring Manager)
- 4:15 PM - 5:15 PM
  First Round Interview
  Sophie L.
Tue
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  Introductory Interview
  Marta W.
- 2:30 PM - 3:00 PM
  Kick-off Interview
  Daria (HR)
Wed
- 1:00 PM - 1:45 PM
  Qualifying Interview
  James Miller
- 5:30 PM - 6:00 PM
  Discovery Interview
  Chris V.
Thu
- 2:30 PM - 3:00 PM
  First Interview
  Michael T.
- 4:00 PM - 5:00 PM
  Interview
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Relationship manager - wealth - bengaluru - prestige corniche - jm

Required skills

Job Description

Ready to join the team?

Stop wasting hours on applications

Over 200,000 job seekers trust us

Frequently Asked Questions

How does Global Work AI apply to jobs without spamming?

Is Global Work AI safe for my professional reputation?

Do I need a “perfect” resume to use Global Work AI?

What will my resume and cover letter look like before they’re submitted?

Will recruiters be able to tell that I used AI to apply?

What if I’m not satisfied with Global Work AI?

Stop wasting hours on applications

Over 200,000 job seekers trust us

Frequently Asked Questions

How does Global Work AI apply to jobs without spamming?

Is Global Work AI safe for my professional reputation?

Do I need a “perfect” resume to use Global Work AI?

What will my resume and cover letter look like before they’re submitted?

Will recruiters be able to tell that I used AI to apply?

What if I’m not satisfied with Global Work AI?

Stop wasting hours
on applications

Frequently Asked
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Stop wasting hours
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Frequently Asked
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