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Banking/Accounting/Financial Services
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.
. To Enhance & Retain customer profitability by capturing a larger share of Wallet.
. Ensure profitability of the portfolio: Generate high Income per Customer.
. Acquire new customers who meet product criteria through cross-referral.
. Actively network and seek referrals to expand the client base and contribute to business growth targets.
Marketing and Business Development:
. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
. This role is to acquire B2C or B2B clientele & build a portfolio thereon.
. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients.
. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients.
Financial and Product Expertise:
. Ensure profitability of the portfolio: Generate high Income per Customer.
. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients financial positions.
Qualification : Postgraduate/ Graduate in any discipline
Date Posted: 07/11/2024
Job ID: 99502283
Tata Asset Management Limited (TAM) is the Investment Manager to Tata Mutual Fund. Our origin stems from a much respected and internationally acclaimed industrial house – the Tata Group – whose business philosophy has made our country and its people partners in the wealth creation process. Our heritage invokes "trust" among consumers, employees, shareholders and the community alike. Though a great heritage is obviously something to cherish, we also seek to carry that legacy through a set of well defined and time tested globally accepted business practices. Being part of the Tata group, we are well known for our strong adherence to highest standards of ethics and fairness in all our business dealings.
TAM manages funds across the entire risk-return continuum. These include equity funds, balanced funds and debt & money market oriented funds. The company provides investment management, risk management and advisory services to institutional, intermediary and individual investors.
