Position Name: Relationship Manager

Location: Baner, Pune

Experience Range - 3-5 years

Salary Range - Up to 16 LPA

About the company:

They are 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.

Preferred Requirements

- Strong analytical bent of mind. Ability to delve into details is a must

- Adaptable, confident, reliable and highly motivated graduates with strong time management skills and the ability to work effectively under pressure.

- Ability to multi-task and deliver quantitative as well as qualitative outputs consistently at short deadlines

- Excellent communication skills. Fluency in English is a must. Should be able to articulate one's views clearly.

Job Role and Responsibilities :

- Managing PL of the Region and Building up Market Share

- Owning and Establishing Tata Capital Wealth Management Brand for the regions

- Recruitment, Nurturing talent,Hand Holding

- Reviewing team's performance for optimisation of revenues

- Co Owning clients of the team

- Address HNI and ultra 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 various Investment products.

- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulating acquisition initiatives.

- Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs Clients

- Profiling Customers and provide financial products to meet customer needs

Core Responsibilities :

- Willing to look at a wealth manager who is willing to be relationship manager

- Dealing with Wealth management products - Trading mutual funds, wealth products, etc

- Have his own book, will have to acquire own customers

- Cold calling, reach outs will be mandatory, TATA Client does not provide customers.

Basic Requirements :

- Local Pune candidate required

- 3 to 5 years of experience in relationship management & wealth management

- Experience in companies like Banks. AMC, security company

- Only from B2C market

- Should be less than 38 years

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