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Tata Capital
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Relationship Manager - Wealth

Relationship Manager - Wealth

Tata Capital

2 - 6 years

6 - 10 Lacs

mumbai pune delhi / ncr

Posted:15 hours ago| Platform:

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Skills Required

marketing relationship management mis client acquisition wealth management business development corporate sales new business development sales sales management client relationship management b2b sales key account management acquisition

Work Mode

Work from Office

Job Type

Full Time

Job Description

About The Role
Client Acquisition and Relationship Management:

Identify and build Corporate opportunity for NPS across Corporate segments in the assigned geography Large, Mid, Small Corporates & others

Acquire and onboard Corporates for Corporate NPS through our NPS POP Platform

Manage, Train & Service corporate stakeholders throughout the lifecycle of the NPS process

Deepen an onboarded corporate relationship by increasing employee penetration and increasing per corporate NPS corpus

Drive acquisition by leveraging broader Tata Capital business presence in the assigned geography

Acquire new accounts from the Group. Leverage existing Group relationships and collaborate with internal stakeholders to achieve this

Marketing and Engagement:

Implement Marketing and Communication plan for managed Corporate relationships

Drive NPS awareness initiatives across all key touch points

Create and execute innovative engagement activities to drive employee registrations at existing corporate relationships

Collaborate with the internal teams such as operations and compliance as well as external stakeholders (such as CRAs) to deliver seamless experience for both Corporates and their Employees

Product Expertise: MIS

Be thoroughly informed of NPS product and its operations(Digital and Physical), in order to provide expected service standards

Stay up-to-date with industry trends, customer profiles, economic developments, and regulatory changes that impact the product and its subscribers

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Tata Capital

Financial Services

Mumbai Maharashtra

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Relationship Manager - Wealth