Sr. Relationship Manager - Wealth
Tata Capital
- Posted On: 2025-09-19 19:18:04
- Openings: 10
- Applicants: 0
Job Description
We are looking for a highly skilled and experienced Sr. Relationship Manager to join our team in Jaipur, responsible for managing client relationships and driving business growth. The ideal candidate will have 2 to 7 years of experience in sales, relationship management, or a related field.
Roles and Responsibility- Manage and maintain strong relationships with existing clients to ensure customer satisfaction and retention.
- Identify new business opportunities and develop strategies to acquire new clients.
- Develop and implement effective marketing plans to promote products and services.
- Collaborate with internal teams to deliver accurate and compliant investment solutions to clients.
- Stay up-to-date with industry trends, economic developments, and regulatory changes.
- Provide financial product expertise to clients, helping them achieve their investment goals.
- Strong understanding of the banking, financial services, and broking industry.
- Excellent communication, interpersonal, and negotiation skills.
- Ability to work in a fast-paced environment and meet sales targets.
- Strong analytical and problem-solving skills with attention to detail.
- Proficiency in wealth management, portfolio management, and relationship management.
- Experience in acquiring new customers through cross-referral and networking.
- A graduate degree is required for this position.
Location - mumbai,delhi,pune,bangalore,hyderabad,chennai
More Info
Full Time
English
Education
Any Graduate
Not Disclosed
Required Skills
Sales
Relationship management
wealth management
Mutual funds
Finance
Financial Analysis
investment banking
Investment Advisory
Contact Details
Tata Capital
+91 987654567
contactcommercialfinance@tatacapital.com
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