Sr. Relationship Manager - Wealth

Tata Capital
  • Posted On: 2025-09-12 21:18:19
  • 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.
Job Requirements
  • 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
o
Not Disclosed
English
Not Disclosed
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
customercare.housing@tatacapital.com
  • Experience2 years
  • Salary Above 10 LAKHS ANNUALLY
  • Location for Hiring Mumbai
  • Apply Now
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