| Job Title | Sr. Relationship Manager – Wealth – Sales |
| Job Identification | 38925 |
| Job Category | Wealth – Sales |
| Job Role | HNI Relationship Management & Wealth Advisory |
| Key Responsibilities | Acquire and manage HNI clients for investment needs through a comprehensive product bouquet including Debt, Structured Products, Equities, Mutual Funds, Fund-based Real Estate, and other investment products. Profile clients and provide customized investment solutions aligned with short-term and long-term goals. Deepen relationships through cross-selling to mapped broking clients and services. Enhance and retain customer profitability by increasing share of wallet. Generate high income per customer and ensure portfolio profitability. Acquire new clients through cross-referrals and active networking. Assist in marketing initiatives, micro-events, and corporate client acquisition (B2C/B2B). Collaborate with internal teams including research, investment, and compliance to deliver accurate and compliant investment solutions. Stay updated on market trends, economic developments, and regulatory changes impacting clients. |
| Client Segment | HNI / High Net Worth Clients |
| Qualification | Graduate / Post Graduate (Preferred: MBA or equivalent) |
| Experience Required | As per company norms (Wealth Management / HNI Sales experience preferred) |
| Job Location | Ahmedabad, Gujarat |
| Workplace Address | Unit No. 701, 755, 756, 757, 7th Floor, Iscon Emporio, Beside Star Bazar, Jodhpur Cross Road, Satellite, Ahmedabad – 380015 |
| Employment Type | Full-Time |
| Job Schedule | Full Time |
| Posting Date | 03 January 2026 |
| Apply Before | 27 March 2026 |
| Country | India |
| Organization | Tata Capital |
