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Relationship Manager - Wealth - Bengaluru - Prestige Corniche - JM at Tata Capital

Location
Bengaluru, Karnataka
Type
Full-time
Level
not_specified
Posted

Description

The role serves high-net-worth clients by profiling their investment needs and offering debt products, structured products, equities, mutual funds, fund-based real estate, and other investment products. It also develops corporate customer acquisition plans, handles and cross-sells to mapped broking clients, retains customer profitability, and expands the client portfolio. The posting requires an MBA, PGDBA, PGPM, AMFI, or NISM certification, along with IRDA certification.

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