Senior Manager - Wealth
Tata Capital · Bengaluru · onsite · Posted 1d ago
Undisclosed6–10 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Responsible for all customer segment group research including extracting customer data and analyzing profiles to determine market segment requirements.
Develops targeted product offerings or marketing campaigns based on customer profiles.
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Manages client assets according to investment preferences and goals.
Meets with clients to assess asset status, needs, risks, goals and progress.
Prepares financial statements, business activity reports and forecasts.
Develops, organizes and maintains client portfolio MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
forecastsResearchFinancial StatementsMarketing Campaignsmarketing
About Tata Capital
Tata Capital
NBFC
12.4k+
employees
2007
19 years old
Mumbai, Maharashtra
India
About
Tata Capital operates in the financial services sector, offering a diverse range of solutions including commercial finance, personal loans, and wealth management.
Industries
NBFCFinancial Services
Employee ratings
5,719 reviews
3.9/ 5
Culture
3.8
Career growth
3.4
Work-life
3.8
Employees rate it well for
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