TATA Capital LTD. / Cluster Head - Wealth / Kolkata

TATA Capital LTD. / Cluster Head - Wealth / Kolkata

1 Nos.
95136
Full Time
10.0 Year(s) To 17.0 Year(s)
19.00 LPA TO 24.00 LPA
Sales / BD
Banking/Financial Services
Job Description:

JD For RM- Wealth
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.
Company Profile

Is a financial and investment service provider in India. The company is based in Mumbai and has more than 100 branches across the country. The firm offers consumer loans, wealth management, commercial finance, and infrastructure finance, among others.

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