Sr. Relationship Manager - Wealth

Job Purpose
The purpose of the job is to be responsible for acquiring and managing corporate relationships for Corporate NPS.
The person will be responsible for Business Development, Corporate Relationship Onboarding, Nurturing Onboarded Relationships, increasing penetration of NPS registration and NPS Corpus within the Corporate employee universe.
The role requires understanding of financial planning, understanding NPS and comparable investment products (like Mutual Funds, Insurance, PPF etc), and a commitment to deliver exceptional client service.

Main Accountabilities
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:
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

Qualification : Postgraduate/ Graduate in any discipline