Tata Asset Management Limited Cluster Head : Banking & PCG Position Title: Cluster Head : Banking & PCG Location: Hyderabad, Chennai. Department: Sales Reports to: State Head of Telangana & Tamil Nadu Respectively Job Description: Key Responsibilities: Promote and obtain market share for our products in the banking channel. Strong relationship building in banks and maintenance of AUM. Continuously enthuse and motivate sales staff of banks and PCG to sell our products. Train frontline sales staff; formulate sales promotion and other sales support activity. Gather market intelligence for product development process. Maintain RM database, proper follow up and tracking of market share Experience: 4-10 years of experience Qualification: Graduation / Postgraduate (Any), NISM -VA Skills And Abilities: Good communication & interpersonal skills Self-starter, self-motivated and should be a go-getter Flexibility & Adaptability Problem Solving and Decision Making Ability to take mature decisions from a business perspective
The Assistant Manager Sales (Banking & PCG) would have responsibility for promoting and obtaining market share for our products specifically among banking channels. The MIS would be expected to plan for business development in the target segments mentioned. Special focus will have to be on building relationships with banks. He/She will constantly review his and his teams sales targets with the Branch Manager Regional Manager & Product Head for corrections, if required. The sales targets for Manager – Sales (Banking & PCG) would focus on new customer acquisition, relationship development with large intermediaries, net accretion to assets under management. A key focus for him/her will have to be to enthuse and motivate frontline sales staff of large distributors to sell our products. The Assistant Manager – Sales (Banking & PCG) would expect to have a relationship management model for the target segments. He/She would maintain a database as well as a relationship model, which covers periodic follow-ups as well as tracking of market share. She would be responsible for market share in her segment. He/ She would ensure that proper follow-ups are maintained with various banks. She would be specifically responsible for training the frontline sales staff of distributors as well as people within our organization, whom he is responsible for. She will play an important role in formulating sales promotions, point of purchase material, and other marketing and sales support activity. He/ She will have an important role to play in gathering market intelligence for the product development process. She will ensure that all compliance parameters – internal and external are met with. She will also ensure that all communication going out from our organisation is compliant with internal and external norms. The Manager - Sales (Banking & PCG) will strive to ensure customer centric orientation among the various team members that she is responsible for. Any other Job as assigned to her by the management from time to time
Tata Asset Management Pvt. Limited Position: Relationship Manager (Retail) Position Title: Relationship Manager Retail Department: Sales Channel: Retail About Role: The incumbent shall be responsible to manage mapped distributors designated area, and drive sales/activation. Key Responsibilities: Achievement of Gross Sales, Net Sales and SIP targets assigned in allotted geographic territory across Mutual Funds, PMS and AIF. Activate distribution partners and increase productivity in terms of no. of applications and volume. Identify prospective distribution partners (IFAs) and empanel them for selling the products of the AMC, this should also apply to new ARNs entering the market every month. Engage with the mapped relationships as per coverage plan, to build strong relationship and recall for the brand. Adhere to the defined sales process and reporting requirements. Use internal and external data for sharper focus and market intelligence. Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product. Liaise with sales-support, investor services and other internal departments, and to ensure timely and quality response to distributors for various requirements. Responsibilities would also include the day-to-day management of internal office work/back office and timely MIS. Ensures that external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements. Represents the company in the allotted area and will strive to ensure that the company’s image is always upheld and projected in the appropriate manner. Any other Job as assigned by the management from time to time Behavioral Competencies Effective Interpersonal skills Strong Communication skills Adaptability Effective Relationship building Role Specific Competencies Effective networking skill Self-Starter and Ability to work on multiple tasks simultaneously Quick learning Ability Always updated with latest information on products Strong memory to recall product information Ability to gauge the client’s interest and orientation, and to pitch for suitable products Keen interest in markets Ability to come up with insightful information during the client discussion Minimum Qualification: Graduate/Postgraduate. Preferably in Finance. Work Experience: At least 1-5 years of relevant experience in local market in managing the distributors.
Tata Asset Management Pvt. Limited Position: Relationship Manager : MFD Segment, Retail Channel Position Title: Relationship Manager Retail Department: Sales Channel: Retail (MFD) About Role: The incumbent shall be responsible to manage mapped distributors designated area, and drive sales/activation. Key Responsibilities: Achievement of Gross Sales, Net Sales and SIP targets assigned in allotted geographic territory across Mutual Funds, PMS and AIF. Activate distribution partners and increase productivity in terms of no. of applications and volume. Identify prospective distribution partners (IFAs) and empanel them for selling the products of the AMC, this should also apply to new ARNs entering the market every month. Engage with the mapped relationships as per coverage plan, to build strong relationship and recall for the brand. Adhere to the defined sales process and reporting requirements. Use internal and external data for sharper focus and market intelligence. Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product. Liaise with sales-support, investor services and other internal departments, and to ensure timely and quality response to distributors for various requirements. Responsibilities would also include the day-to-day management of internal office work/back office and timely MIS. Ensures that external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements. Represents the company in the allotted area and will strive to ensure that the companys image is always upheld and projected in the appropriate manner. Any other Job as assigned by the management from time to time Behavioral Competencies Effective Interpersonal skills Strong Communication skills Adaptability Effective Relationship building Role Specific Competencies Effective networking skill Self-Starter and Ability to work on multiple tasks simultaneously Quick learning Ability Always updated with latest information on products Strong memory to recall product information Ability to gauge the clients interest and orientation, and to pitch for suitable products Keen interest in markets Ability to come up with insightful information during the client discussion Minimum Qualification: Graduate/Postgraduate. Preferably in Finance. Work Experience: At least 0-5 years of relevant experience in local market in managing the distributors MFDs.
Tata Asset Management Pvt. Limited Position: Relationship Manager (Retail) Position Title: Relationship Manager National Distributors Department: Sales Channel: Retail - National Distributors About Role: The incumbent shall be responsible to manage mapped distributors designated area, and drive sales/activation. Key Responsibilities: Achievement of Gross Sales, Net Sales and SIP targets assigned in allotted geographic territory across Mutual Funds, PMS and AIF. Activate distribution partners and increase productivity in terms of no. of applications and volume. Identify prospective distribution partners (IFAs) and empanel them for selling the products of the AMC, this should also apply to new ARNs entering the market every month. Engage with the mapped relationships as per coverage plan, to build strong relationship and recall for the brand. Adhere to the defined sales process and reporting requirements. Use internal and external data for sharper focus and market intelligence. Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product. Liaise with sales-support, investor services and other internal departments, and to ensure timely and quality response to distributors for various requirements. Responsibilities would also include the day-to-day management of internal office work/back office and timely MIS. Ensures that external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements. Represents the company in the allotted area and will strive to ensure that the companys image is always upheld and projected in the appropriate manner. Any other Job as assigned by the management from time to time Behavioral Competencies Effective Interpersonal skills Strong Communication skills Adaptability Effective Relationship building Role Specific Competencies Effective networking skill Self-Starter and Ability to work on multiple tasks simultaneously Quick learning Ability Always updated with latest information on products Strong memory to recall product information Ability to gauge the client’s interest and orientation, and to pitch for suitable products Keen interest in markets Ability to come up with insightful information during the client discussion Minimum Qualification: Graduate/Postgraduate. Preferably in Finance. Work Experience: At least 1-5 years of relevant experience in local market in managing the distributors.
Role & responsibilities The Relationship Manager will be responsible for managing the retail sales channels and also responsible for managing direct sales to large investors, where relationship-building skills are important. He will ensure adequate training of all sales staff and that of the channel partners as well as other support staff, to enable quality financial advice and compliance with all regulations. Relationship Manager will also be responsible for interfacing with channel partners and investors to scan and spot emerging market trends as an input to the new product development process. He will also ensure that proper feedback is periodically obtained from channel partners and investors and the same is effectively fed to Investor Servicing for course corrections as and when needed. He will have responsibility for ensuring quality investor servicing at all his branch locations and will need to interface with the investor servicing team for this purpose. He will ensure that all external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements. He is also the Representative of the Company for his area and will strive to ensure that the Companys image is always upheld and projected in the appropriate manner. “Any other Job as assigned to you by the management from time to time”
Role & responsibilities The Relationship Manager will be responsible for managing the retail sales channels and also responsible for managing direct sales to large investors, where relationship-building skills are important. He will ensure adequate training of all sales staff and that of the channel partners as well as other support staff, to enable quality financial advice and compliance with all regulations. Relationship Manager will also be responsible for interfacing with channel partners and investors to scan and spot emerging market trends as an input to the new product development process. He will also ensure that proper feedback is periodically obtained from channel partners and investors and the same is effectively fed to Investor Servicing for course corrections as and when needed. He will have responsibility for ensuring quality investor servicing at all his branch locations and will need to interface with the investor servicing team for this purpose. He will ensure that all external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements. He is also the Representative of the Company for his area and will strive to ensure that the Companys image is always upheld and projected in the appropriate manner. “Any other Job as assigned to you by the management from time to time”
Role & responsibilities The Relationship Manager will be responsible for managing the retail sales channels and also responsible for managing direct sales to large investors, where relationship-building skills are important. He will ensure adequate training of all sales staff and that of the channel partners as well as other support staff, to enable quality financial advice and compliance with all regulations. Relationship Manager will also be responsible for interfacing with channel partners and investors to scan and spot emerging market trends as an input to the new product development process. He will also ensure that proper feedback is periodically obtained from channel partners and investors and the same is effectively fed to Investor Servicing for course corrections as and when needed. He will have responsibility for ensuring quality investor servicing at all his branch locations and will need to interface with the investor servicing team for this purpose. He will ensure that all external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements. He is also the Representative of the Company for his area and will strive to ensure that the Companys image is always upheld and projected in the appropriate manner. “Any other Job as assigned to you by the management from time to time”
Tata Asset Management Limited Cluster Head : Banking & PCG Position Title: Cluster Head : Banking & PCG Location: Hyderabad, Chennai, Bengaluru - Individual positions for each role are being hired for. Department: Sales Reports to: State Head of Telangana, Tamil Nadu and Bengaluru Respectively Job Description: Key Responsibilities: Promote and obtain market share for our products in the banking channel. Strong relationship building in banks and maintenance of AUM. Continuously enthuse and motivate sales staff of banks and PCG to sell our products. Train frontline sales staff; formulate sales promotion and other sales support activity. Gather market intelligence for product development process. Maintain RM database, proper follow up and tracking of market share Experience: 4-10 years of experience Qualification: Graduation / Postgraduate (Any), NISM -VA Skills And Abilities: Good communication & interpersonal skills Self-starter, self-motivated and should be a go-getter Flexibility & Adaptability Problem Solving and Decision Making Ability to take mature decisions from a business perspective
Role & responsibilities ey Responsibilities : Fund Accounting and NAV Computation: Assist in daily computation of Net Asset Value (NAV) for mutual fund schemes. Monitor and reconcile various components of day end NAV Regulatory Reporting and Compliance: Prepare regulatory submissions for SEBI, AMFI, and other statutory bodies. Assist in addressing audit queries and resolving discrepancies. Reporting: Prepare daily, monthly, and quarterly reports for internal and external stakeholders. Automation and Process Optimization: • Identify areas for automation in NAV computation, reconciliation, and reporting. • Work with technology teams to implement and test automated solutions. Preferred candidate profile Understanding of Mutual Funds Proficiency in MS Excel and accounting software; Analytical and problem-solving skills, with a focus on accuracy and attention to detail. Ability to work under pressure and meet tight deadlines.
Role & responsibilities The Relationship Manager will be responsible for managing the retail sales channels and also responsible for managing direct sales to large investors, where relationship-building skills are important. He will ensure adequate training of all sales staff and that of the channel partners as well as other support staff, to enable quality financial advice and compliance with all regulations. Relationship Manager will also be responsible for interfacing with channel partners and investors to scan and spot emerging market trends as an input to the new product development process. He will also ensure that proper feedback is periodically obtained from channel partners and investors and the same is effectively fed to Investor Servicing for course corrections as and when needed. He will have responsibility for ensuring quality investor servicing at all his branch locations and will need to interface with the investor servicing team for this purpose. He will ensure that all external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements. He is also the Representative of the Company for his area and will strive to ensure that the Companys image is always upheld and projected in the appropriate manner. “Any other Job as assigned to you by the management from time to time”
The Assistant Manager Sales (Banking & PCG) would have responsibility for promoting and obtaining market share for our products specifically among banking channels. The MIS would be expected to plan for business development in the target segments mentioned. Special focus will have to be on building relationships with banks. He/She will constantly review his and his teams sales targets with the Branch Manager Regional Manager & Product Head for corrections, if required. The sales targets for Manager – Sales (Banking & PCG) would focus on new customer acquisition, relationship development with large intermediaries, net accretion to assets under management. A key focus for him/her will have to be to enthuse and motivate frontline sales staff of large distributors to sell our products. The Assistant Manager – Sales (Banking & PCG) would expect to have a relationship management model for the target segments. He/She would maintain a database as well as a relationship model, which covers periodic follow-ups as well as tracking of market share. She would be responsible for market share in her segment. He/ She would ensure that proper follow-ups are maintained with various banks. She would be specifically responsible for training the frontline sales staff of distributors as well as people within our organization, whom he is responsible for. She will play an important role in formulating sales promotions, point of purchase material, and other marketing and sales support activity. He/ She will have an important role to play in gathering market intelligence for the product development process. She will ensure that all compliance parameters – internal and external are met with. She will also ensure that all communication going out from our organisation is compliant with internal and external norms. The Manager - Sales (Banking & PCG) will strive to ensure customer centric orientation among the various team members that she is responsible for. Any other Job as assigned to her by the management from time to time
Tata Asset Management Limited Cluster Head : Banking & PCG Position Title: Cluster Head : Banking & PCG Location: Hyderabad and Bengaluru - Individual positions for each role are being hired for. Department: Sales Reports to: State Head of AP & Telangana and Bengaluru Respectively Job Description: Key Responsibilities: Promote and obtain market share for our products in the banking channel. Strong relationship building in banks and maintenance of AUM. Continuously enthuse and motivate sales staff of banks and PCG to sell our products. Train frontline sales staff; formulate sales promotion and other sales support activity. Gather market intelligence for product development process. Maintain RM database, proper follow up and tracking of market share Experience: 8-13 years of experience Qualification: Graduation / Postgraduate (Any), NISM -VA Skills And Abilities: Good communication & interpersonal skills Self-starter, self-motivated and should be a go-getter Flexibility & Adaptability Problem Solving and Decision Making Ability to take mature decisions from a business perspective
1. Knowledge & Skills Required: Deep understanding of Category III AIFs Strong grasp of investment products : equity, debt, derivatives, structured products, REITs, INVITs, commodities Familiarity with SEBI regulations governing AIFs (Categories I, II, III) Certifications: NISM VA and NISM Series XXI-A & B NISM Investment Adviser Level 1 & 2 (Series X-A & X-B) Experience in selling AIFs and PMS to: HNIs, UHNWIs, and PCG clients PCG distributors, bank and non-bank PCG desks Strong relationships with Asset Management and securities desks for large banks. Market intelligence on HNI behavior, preferences, and service providers Excellent communication, negotiation, and relationship management skills 2. Key Responsibilities: Drive sales of Category III AIFs across HNI and PCG segments Work closely with Sales Heads (SHs) and Zonal Heads (ZHs) to generate and close leads across geographies and channels Build and manage a pipeline of HNI prospects through direct engagement and channel partners Conduct product presentations, portfolio reviews , and investment strategy discussions with clients and advisors Ensure regulatory compliance and documentation as per SEBI AIF norms Collaborate with product, compliance, and operations teams to ensure seamless onboarding and servicing Track competitor offerings and market trends to refine sales strategy Represent the firm at industry events, seminars, and investor forums
About Role: The candidate shall be the Alternate Product Champion for the area , and flag bearer of Alternates within the area. The incumbent is expected to identify opportunities, partners and clients within their area. Key Responsibilities: Achievement of Gross Sales, Net Sales assigned in allotted geographic territory for AIF products across channels. Will have key goals on partner activation. Engage with the mapped relationships as per coverage plan, and help partners close deals of Alternate Products Required to conduct events to engage with partners/clients Provide all the support in acquisition & servicing of HNI/UHNI customers of Partners for Alternate Products selling. Travel (if need be) within the area for generating Alternates business. Adhere to the defined sales process and reporting requirements. Use internal and external data for sharper focus and market intelligence. Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product. Liaise with sales-support, investor services and other internal departments, and to ensure timely and quality response to partners for various requirements. Ensures that external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements. Represents the company in the allotted area and will strive to ensure that the companys image is always upheld and projected in the appropriate manner. Any other Job as assigned by the management from time to time Role Specific Competencies: In depth knowledge of Alternates Self-Starter and ability to bring the deals to close Effective networking and relationship building skill Quick learning Ability Always updated with latest information on Alternate products Strong memory to recall product information Ability to gauge the partners clients interest and orientation, and to pitch for suitable Alternate products Keen interest in stock markets Ability to come up with insightful information during the client discussion Behavioral Competencies: Effective negotiation & interpersonal skills Strong ability to convince Result orientation Strong Communication skills Adaptability to travel and work
About Role: The candidate shall be the Alternate Product Champion for the area , and flag bearer of Alternates within the area. The incumbent is expected to identify opportunities, partners and clients within their area. Key Responsibilities: Achievement of Gross Sales, Net Sales assigned in allotted geographic territory for AIF products across channels. Will have key goals on partner activation. Engage with the mapped relationships as per coverage plan, and help partners close deals of Alternate Products Required to conduct events to engage with partners/clients Provide all the support in acquisition & servicing of HNI/UHNI customers of Partners for Alternate Products selling. Travel (if need be) within the area for generating Alternates business. Adhere to the defined sales process and reporting requirements. Use internal and external data for sharper focus and market intelligence. Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product. Liaise with sales-support, investor services and other internal departments, and to ensure timely and quality response to partners for various requirements. Ensures that external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements. Represents the company in the allotted area and will strive to ensure that the companys image is always upheld and projected in the appropriate manner. Any other Job as assigned by the management from time to time Role Specific Competencies: In depth knowledge of Alternates Self-Starter and ability to bring the deals to close Effective networking and relationship building skill Quick learning Ability Always updated with latest information on Alternate products Strong memory to recall product information Ability to gauge the partners clients interest and orientation, and to pitch for suitable Alternate products Keen interest in stock markets Ability to come up with insightful information during the client discussion Behavioral Competencies: Effective negotiation & interpersonal skills Strong ability to convince Result orientation Strong Communication skills Adaptability to travel and work
Dear Jobseekers, We at Tata Asset Management are excited to announce 5 open positions for our Inbound Customer Service team at our Thane Office . Interested candidates can review the job description below, apply online, and also walk in directly for interviews. Walk-in interviews will be conducted for 5 consecutive days starting from 15th September 2025. Job Summary : This role requires attending to inbound calls and providing resolution to investors and distributors related queries in a timely and efficient manner. Roles & Responsibilities : Handling inbound and outbound service-related queries on call. Guiding existing and Prospective investors for making investments. Ensuring delivery of accurate and complete information on calls. Adhering to the Call Scripts/Process notes/Regulatory & statutory guidelines etc. Consult and follow up with the Registrar. Service TAT Adherence. i.e., Ensuring resolution to queries on the same day. Maintaining minimum average call duration. Documentation of all customer interactions in the CRM. • Ensuring High Performance Standards. Ensuring a positive Net Promoter score. • Ensuring High Call Quality Standards. Achieving Client appreciations. Should be open to share new ideas, best practices, new methods, technical suggestions that leads to an optimistic impact on business and processes and contribute to the Growth of the Organisation. Note: Candidates are requested to walk in directly to the venue. No prior appointment is required. Interested candidate can send their resumes on below mention co-ordinates: Name - Salu Email Thank you and All the best Regards Human Resources