Relationship Manager - Wealth - Mumbai - Embassy Vikhroli - MM

Tata Capital
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📍 IndiaFull time

About this role

11101

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

 

Frequently Asked Questions

Is the salary disclosed for the Relationship Manager - Wealth - Mumbai - Embassy Vikhroli - MM position at Tata Capital?
The salary for this Relationship Manager - Wealth - Mumbai - Embassy Vikhroli - MM role at Tata Capital is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Relationship Manager - Wealth - Mumbai - Embassy Vikhroli - MM position at Tata Capital located?
This Relationship Manager - Wealth - Mumbai - Embassy Vikhroli - MM role at Tata Capital is based in India. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Relationship Manager - Wealth - Mumbai - Embassy Vikhroli - MM role at Tata Capital full-time or part-time?
This is listed as a Full time position. It is posted as a Relationship Manager - Wealth - Mumbai - Embassy Vikhroli - MM role at Tata Capital.
How do I apply for the Relationship Manager - Wealth - Mumbai - Embassy Vikhroli - MM position at Tata Capital?
Click the "Apply Now" button on this page. You will be redirected to Tata Capital's official application portal hosted on oraclecloud where you can submit your application directly.
When was the Relationship Manager - Wealth - Mumbai - Embassy Vikhroli - MM job at Tata Capital posted?
This Relationship Manager - Wealth - Mumbai - Embassy Vikhroli - MM position at Tata Capital was posted on Aug 7, 2026. Apply as soon as possible — early applications are often reviewed first.
Relationship Manager - Wealth - Mumbai - Embassy Vikhroli - MM
Tata Capital
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