Upgrade to Pro Member
Talent Acquisition at Tata Capital
Views:3539 Applications:169 Rec. Actions:Recruiter Actions:3
Tata Capital - RM - Wealth Management - Liability Products - HNI (3-4 yrs)
Please apply before 14th July, Monday. All applications applied on or before Monday shall be considered.
Business Vertical: CFAB
Department: Direct Sales
Designation: Relationship Manager – Wealth Management
Line of Business: Wealth Management
Proposed Immediate Superior: Regional Sales Manager
Grade: M3
Key Objective of the Job:
- Identifying HNI Clients
- Selling investment products like MF & FD to Asset Clients
- Direct Revenue generation through selling liability products (investments & Insurance)
Major Deliverables:
- Meet assigned revenue target
- New client acquisition and enrolling same in Tata Capital Financial Services Limited system
- Cross selling of asset products & lead generation
- Servicing clients & portfolio management
Specialized job competencies:
AMFI CERTIFICATION, Practical field experience in terms of selling Investments & Insurance.
Knowledge of Financial Planning & need analysis
Educational Qualification:
B.Com (Hons) MBA (Preferrable)
Desired Experience:
3 – 4 years of selling Liability products, 2-3 years in local market.
Other desired attributes:
Good communication skill, presentable personality with excellent Client Relationship Management Skill.
Location: New Delhi
Number of Positions: 2
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
2-Step Verification - Action Required
We've updated our security procedures!
Your privacy and security are important to us. We've recently updated our security measures to make iimjobs.com safer and more secure for you. This change requires you to reset your password.
Please reset your password using the link sent to your email. If you did not receive any email, please check your spam folder..
