Tata Capital - RM - Wealth Management - Liability Products - HNI

Please apply before 14th July, Monday. All applications applied on or before Monday shall be considered.

Business Vertical: CFAB

Department: Direct Sales

Designation: Relationship Manager – Wealth Management

Line of Business: Wealth Management

Proposed Immediate Superior: Regional Sales Manager

Grade: M3

Key Objective of the Job:

- Identifying HNI Clients

- Selling investment products like MF & FD to Asset Clients

- Direct Revenue generation through selling liability products (investments & Insurance)

Major Deliverables:

- Meet assigned revenue target

- New client acquisition and enrolling same in Tata Capital Financial Services Limited system

- Cross selling of asset products & lead generation

- Servicing clients & portfolio management

Specialized job competencies:

AMFI CERTIFICATION, Practical field experience in terms of selling Investments & Insurance.

Knowledge of Financial Planning & need analysis

Educational Qualification:

B.Com (Hons) MBA (Preferrable)

Desired Experience:

3 – 4 years of selling Liability products, 2-3 years in local market.

Other desired attributes:

Good communication skill, presentable personality with excellent Client Relationship Management Skill.

Location: New Delhi

Number of Positions: 2