Website HriZen
About the Company :
Tata Capital Limited, a subsidiary of Tata Sons Limited, is a leading NBFC registered with the Reserve Bank of India. It offers a wide range of fund and fee-based financial services across retail, corporate, and institutional segments, including Commercial Finance, Infrastructure Finance, Cleantech Finance, Wealth Management, and Consumer Loans. With 500+ branches across India, Tata Capital is known for its customer-centric approach and strong brand presence.
Role Overview :
The role involves managing and growing relationships with HNI clients, providing tailored wealth management solutions, and driving business growth through client acquisition and portfolio management.
Key Responsibilities :
– Manage and acquire HNI clients, understanding their investment needs and offering suitable financial solutions.
– Provide advisory across debt products, structured products, equities, mutual funds, and real estate investments.
– Build and deepen client relationships through cross-selling and superior service delivery.
– Drive portfolio growth, profitability, and client retention.
– Actively network and generate referrals to expand the client base.
– Collaborate with internal teams (research, investment, compliance) to deliver optimal solutions.
– Stay updated on market trends, financial products, and regulatory changes.
Qualifications :
– Graduate/Postgraduate in any discipline.
– 5 – 10 years of relevant experience in wealth management or related roles.
To apply for this job please visit www.iimjobs.com.
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