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    Job · 12534964

    Tata Asset Management Private Limited logo

    Relationship Manager - Wealth - Bengaluru - Prestige Corniche - JM

    Tata Asset Management Private Limited · Bengaluru · onsite · Posted 63d ago

    Not disclosedFresherfulltimeSourced fromFoundit

    About a minute. You'll make an account on the way through.

    About this role

    Job Description

    11100

    Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

    . Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.
    . Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
    . Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients
    . Profiling Customers and provide financial products to meet customer needs
    . Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs
    . To Enhance & Retain customer profitability by capturing larger share of Wallet
    . Ensure profitability of the portfolio: Generate high Income per Customer
    . Acquire new customers who meet product criteria through cross-refer

    MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

    Sourced from foundit

    Skills

    Debt ProductsPortfolio ModelingPortfolio Performance AnalysisFund based Real Estate productsBusiness DevelopmentBusiness AnalyticsPortfolio ManagementWealth Management

    About Tata Asset Management Private Limited

    Tata Asset Management Private Limited logo

    Tata Asset Management Private Limited

    Financial Services

    875

    employees

    1994

    32 years old

    Mumbai

    India

    About

    Tata Asset Management Private Limited (TAM) is one of the earlier asset management companies in India with a track record of around 30 years in investment management.

    Industries

    Financial ServicesBankingInvestment Banking / Venture Capital / Private Equity

    Employees rate it well for

    Senior Management20Salary13Work Culture12Work Environment12Career Growth11

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