Relationship Manager - Wealth - Delhi - Videocon Towers - JM

Relationship Manager - Wealth - Delhi - Videocon Towers - JM

Tata Mutual Fund
Not Specified
Not Specified

Job Description


Job Description

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

Job Details

Tata Asset Management Limited (TAM) is the Investment Manager to Tata Mutual Fund. Our origin stems from a much respected and internationally acclaimed industrial house – the Tata Group – whose business philosophy has made our country and its people partners in the wealth creation process. Our heritage invokes 'trust' among consumers, employees, shareholders and the community alike. Though a great heritage is obviously something to cherish, we also seek to carry that legacy through a set of well defined and time tested globally accepted business practices. Being part of the Tata group, we are well known for our strong adherence to highest standards of ethics and fairness in all our business dealings.
TAM manages funds across the entire risk-return continuum. These include equity funds, balanced funds and debt & money market oriented funds. The company provides investment management, risk management and advisory services to institutional, intermediary and individual investors.

Similar Jobs

People Also Considered

Data Not Available

Career Advice to Find Better

Simple body text this will replace with orginal content