Tata Capital

Company Description
Tata Capital Limited is a holistic financial services provider serving retail, housing, SME, and corporate customers across India. With a pan-India presence of 1,500+ branches, the organization offers a wide range of financial products and services. Its portfolio includes Consumer Finance, Housing Finance, Commercial Finance, Cleantech Finance, Microfinance, Debt Syndication, Private Equity, and Credit Cards. Tata Capital focuses on customer-centric solutions, combining financial expertise with technology-driven services to support diverse financial needs.
Role Description
The Relationship Manager – Wealth role is a full-time, on-site position based in the Greater Bengaluru Area. The role involves managing and growing a portfolio of wealth management clients by understanding their financial goals and recommending suitable products and solutions. Daily responsibilities include conducting financial needs assessments, advising on investment and insurance options, and executing transactions in line with client objectives and risk profiles. The Relationship Manager will regularly review client portfolios, monitor market trends, and ensure compliance with internal policies and regulatory guidelines. The role also requires maintaining strong client relationships through regular meetings, timely communication, and coordination with internal teams to deliver high-quality service.
Qualifications
<ul>
<li>Candidates should possess skills in Financial Planning and Finance to assess client needs, create tailored plans, and manage overall financial health.</li>
<li>Candidates should possess skills in Investment Management and Investments to construct, monitor, and optimize client portfolios in line with risk and return expectations.</li>
<li>Candidates should possess skills in Insurance to advise on risk protection solutions and integrate insurance products within comprehensive wealth plans.</li>
<li>Strong client relationship management, communication, and interpersonal skills, with the ability to build trust and long-term partnerships.</li>
<li>Analytical and numerical aptitude, with familiarity in financial markets, products, and regulatory requirements.</li>
<li>Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; professional certifications in wealth management or financial planning are an advantage.</li>
<li>Relevant experience in wealth management, banking, or financial advisory roles, preferably in a customer-facing capacity.</li>
</ul>

Relationship Manager wealth

Relationship Manager wealth

This job is no longer available

Talents

Recruiters

About