Job description for a role with us for Activation Relationship Manager - Securities, Tata Capital, Mumbai

About the company:

- Tata Capital Limited is a subsidiary of Tata Sons Limited.

- The Company is registered with the Reserve Bank of India as a Core Investment Company and offers through itself and its subsidiaries fund and fee-based financial services to its customers, under the Tata Capital brand.

- As a trusted and customer-centric, one-stop financial services provider, Tata Capital caters to the diverse needs of retail, corporate and institutional customers, across various areas of business namely the Commercial Finance, Infrastructure Finance, Cleantech Finance, Wealth Management, Consumer Loans and distribution and marketing of Tata Cards.

- Tata Capital has over 500+ branches spanning all critical markets in India.

Website: http://www.tatacapital.com/

Tata Capital - Personal Loans, Home Loans, Business Loans, Car Loans

Tata Capital is one of India's leading NBFCs, offering a wide range of financial products and services for individuals, SMEs and corporate clients. Visit us online to learn more about our products and services.

www.tatacapital.com

Industry: Financial Services

Company size: 5,001-10,000 employees

Headquarters: Mumbai, Maharashtra

Role and Responsibility:

- The objective of the role is to be responsible to get the customer to start investing in Journey on Monefy Platform through virtual channels.

- This role involves utilizing digital tools and platforms to engage with clients, provide advisory services, and drive business growth.

Qualifications & Experience:

- Minimum Degree: Graduation/12+3

- Minimum Years: 2-4yrs

Competencies:

- Client acquisition/Activation

- Client education

- Digital engagement

- Client portfolio management

- Portfolio reviews

- Digital tools utilization

- Cross-selling

- Compliance and risk management

- Performance tracking

- Customer feedback

- Data Literacy

- Functional Competencies

- TCL shall populate as per the existing grid

- Key Decisions taken

- Identifying opportunities for cross-selling.

- Providing investment recommendations and insights.

Main Accountabilities:

Client Activation:

- Engaging with customers to get them on Monefy Platform.

- Educating customers on Mutual fund returns.

- Understand their financial goals and risk appetite.

- Activating customer Investment in Mutual Funds.

Digital Engagement:

- Utilize digital channels such as video calls, chat, and email to engage with clients.

- Provide advisory services on securities investments.

Client Acquisition:

- Identify and onboard new clients through digital channels.

- Develop strategies to expand the client base.

Portfolio Reviews:

- Conduct regular portfolio reviews and provide recommendations.

- Monitor market trends and communicate relevant insights to clients.

Digital Tools Utilization:

- Leverage digital tools and platforms for client interactions and account management.

- Stay updated on digital advancements in the securities industry.

Cross-Selling:

- Identify opportunities to cross-sell other relevant financial products and services.

- Collaborate with product specialists for client needs.

Client Education:

- Educate clients on digital platforms and self-service options.

- Provide guidance on using digital tools effectively.

Compliance and Risk Management:

- Ensure compliance with regulatory requirements and internal policies.

- Implement risk mitigation measures in client interactions.

Performance Tracking:

- Track and report on key performance indicators (KPIs) related to client engagement and business growth.

Customer Feedback:

- Collect and analyse customer feedback to improve digital services and offerings.

- Address client inquiries and concerns promptly.