Relationship Manager - Wealth

HIRING FOR TATA CAPITAL - RELATIONSHIP MANAGER WEALTH - 8-12 LPA

About Company:

Tata Capital is a financial services institution from the Tata Group, offering lending, wealth management, and financial advisory solutions.

Role: Relationship Manager - Wealth (HNI/UHNI Clients)

CTC: 8 LPA to 12 LPA Fixed + Provident Fund + Health & Life Insurance

Experience: 5-8 Years (up to 10 years considered)

Notice Period: Immediate to 25 Days ONLY

Education: Any Graduate

Job Locations Open (Pan India - 10 Cities):

Mumbai, Pune, New Delhi, Bengaluru, Hyderabad, Kolkata, Jaipur, Ahmedabad, Surat, Guwahati

*Candidates can choose nearest city. Posting is for [Mumbai/Delhi - change as per location] location.

Key Responsibilities:

• Acquire, manage, and retain HNI/UHNI clients

• Understand financial goals and risk profiles of clients

• Recommend suitable investment products - PMS, AIF, Mutual Funds, Wealth Management solutions

• Drive business development, client acquisition, revenue growth

• Monitor portfolio performance, asset allocation, portfolio modelling

• Conduct financial market and investment analysis

• Deliver high-quality client service with compliance

Must-Have Skills:

• HNI/UHNI client acquisition

• Business development & Relationship management

• Financial market knowledge & Portfolio management

• Wealth Management / Private Banking experience

• Existing HNI client relationships preferred

Benefits:

• 8-12 LPA Fixed CTC with up to 35% hike

• Tata Group Brand - Job Security & Growth

• Provident Fund, Health Insurance, Life Insurance

• Paid Sick Time, Paid Time Off, Leave Encashment

• Exposure to PMS, AIF, Mutual Funds

• No team handling - Individual Contributor role

Eligibility:

• Minimum 5 years relevant experience in Wealth/Private Banking/HNI Sales

• Immediate to 25 days notice only

• Full-time, On-site

Interested candidates share updated CV.

Pay: ₹800,000.00 - ₹1,200,000.00 per year

Benefits:

• Health insurance
• Leave encashment
• Life insurance
• Paid sick time
• Paid time off
• Provident Fund

Work Location: In person