Sr. Relationship Manager - Wealth - Sales
Tata Capital · ahmedabad, India
client acquisitionrelationship managementinvestment productscross-sellingportfolio managementfinancial analysisexperienced
Job Description
The role involves client acquisition and relationship management for HNI clients, focusing on investment requirements through a range of financial products. Responsibilities include deepening client relationships, cross-selling services, and ensuring portfolio profitability. The position also requires assisting in marketing plans and collaborating with internal teams to deliver compliant investment solutions.
Skills Required
- client acquisition
- relationship management
- investment products
- cross-selling
- portfolio management
- financial analysis
Location
City: ahmedabad · Country: India