Wealth Relationship Manager - NBFC

About the Company :

Tata Capital Limited, a subsidiary of Tata Sons Limited, is a leading NBFC registered with the Reserve Bank of India. It offers a wide range of fund and fee-based financial services across retail, corporate, and institutional segments, including Commercial Finance, Infrastructure Finance, Cleantech Finance, Wealth Management, and Consumer Loans. With 500+ branches across India, Tata Capital is known for its customer-centric approach and strong brand presence.

Role Overview :

The role involves managing and growing relationships with HNI clients, providing tailored wealth management solutions, and driving business growth through client acquisition and portfolio management.

Key Responsibilities :

• Manage and acquire HNI clients, understanding their investment needs and offering suitable financial solutions.
• Provide advisory across debt products, structured products, equities, mutual funds, and real estate investments.
• Build and deepen client relationships through cross-selling and superior service delivery.
• Drive portfolio growth, profitability, and client retention.
• Actively network and generate referrals to expand the client base.
• Collaborate with internal teams (research, investment, compliance) to deliver optimal solutions.
• Stay updated on market trends, financial products, and regulatory changes.

Qualifications :

• Graduate/Postgraduate in any discipline.
• 5 - 10 years of relevant experience in wealth management or related roles.