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Tata Capital
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Senior Relationship Manager - Wealth - Sales

Senior Relationship Manager - Wealth - Sales

Tata Capital

6 - 8 years

7 - 12 Lacs

Mumbai

Posted:1 month ago| Platform:

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Skills Required

investment products sales relationship management wealth management mutual funds relationship building bonds business development branch banking operations cross selling financial services marketing trade instruments client relationship

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a skilled Senior Relationship Manager to join our team in Mumbai, specifically in Goregaon (E). The ideal candidate will have 6-8 years of experience and a strong background in wealth management sales. Roles and Responsibility
Develop and maintain strong relationships with high net worth individuals to understand their financial goals and provide tailored investment solutions.
Identify new business opportunities and expand existing client relationships through effective communication and relationship building.
Conduct thorough needs analysis to create personalized investment plans that align with clients'' objectives.
Provide expert advice on investment products, including mutual funds, equities, bonds, and other financial instruments.
Collaborate with internal teams to ensure seamless execution of trades and settlement processes.
Stay up-to-date with market trends and regulatory changes to remain competitive and compliant.

Job
Proven experience in wealth management sales, preferably in the banking or financial services industry.
Strong knowledge of investment products, including mutual funds, equities, bonds, and other financial instruments.
Excellent communication and interpersonal skills to build strong relationships with clients.
Ability to analyze complex financial data and provide insightful recommendations.
Strong problem-solving skills to address client concerns and issues promptly.
Experience working with high net worth individuals is preferred.

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Tata Capital

Financial Services

Mumbai Maharashtra

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Senior Relationship Manager - Wealth - Sales