Job Purpose:

The purpose of the job is to be responsible for acquiring and managing corporate relationships for Tata Capitals Wealth vertical including Corporate NPS & the Financial Wellness program from the open market and internal synergies. The person will be responsible for Business Development, Corporate Relationship Onboarding, Nurturing Onboarded Relationships within the Corporate employee universe. The role requires excellent inter-personal skills in dealing with C-level and senior personnel, understanding of financial planning, 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.

- Collaborate with internal Tata Capital teams to drive synergy in acquiring corporates and wealth business opportunities from their existing relationships.

Marketing and Engagement:

- Implement Marketing and Communication plan for managed Corporate relationships.

- Drive 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.

Qualifications & Experience:

- Minimum Degree: Postgraduate/ Graduate in any discipline.

- Minimum Experience 3-6 years of Experience.

Leadership Competencies:

- Ownership

- Speed

- Passion

- Boundaryless Behaviour

- Meritocracy

- Customer Focus

- Tech Quotient

- Cost Consciousness

- Adaptive

- Empathetic

- Collaborative

- Analytical

- Compliance

- Resilient

Functional Competencies:

- Excellent English speaking and writing skills.

- Experience and expertise in delivering sales pitches to C-level audience.