Relationship Manager - National Pension System

Position - Relationship Manager (NPS)

Qualifications & Experience :

- Minimum Degree: Postgraduate/ Graduate in any discipline.

- Minimum Experience - 2-6 years of Experience

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

Leadership Competencies:

- Ownership

- Speed

- Passion

- Boundaryless Behaviour

- Meritocracy

- Customer Focus

- Tech Quotient

- Cost Consciousness

- Adaptive

- Empathetic

- Collaborative

- Analytical

- Compliance

- Resilient