Tata Capital
Sr. Relationship Manager - Wealth - Sales - Patna - Parth Ashtha - MM
- Location Patna, Bihar, India
- Experience ~5-10 yrs
- Job type Full-time
- Posted 6 Oct 2026
- Qualification Master's
You will be taken to Tata Capital’s own careers page to apply. Job ID 54741.
Job description
Job Purpose
The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
Main Accountabilities
Client Acquisition and Relationship Management
- Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the 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.
- Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
- Profiling Customers and providing financial products to meet customer needs.
- Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.