Main Accountabilities

Strategic Planning and Analysis:

* Manage Key digital initiatives for wealth business
* Manage Customer Experience & Delight – communications, engagements,
activation, portal & website, etc
* Digital Communications – Campaigns, notifications, other relevant
communications for existing & prospective customers
* Manage customer service desk, QRC process & Customer Surveys, social media,
etc
* Other Digital campaigns, marketing & branding activities for customers &
prospective customers
* Act as a consultant and subject matter expert to segment business lines and
the Institutional Partners that use the suite of Advisory Services.
* Understand pipeline and sales strategy; determine client opportunities and
support needs; and develop an annual plan to support needs of clients.
* Utilize data analytics tools and techniques to identify trends, behaviours,
and opportunities within different customer segments.
* Monitor market dynamics and competitive landscape to assess how they impact
customer segment requirements.




* Provide actionable recommendations to enhance product development and
marketing strategies, ensuring they align with segment-specific expectations.

Customer Segmentation:

* Collaborate with cross-functional teams, including Marketing, Product
Development, and Sales, to identify customer segment requirements and
preferences.
* Develop targeted product offerings, services, and marketing campaigns based
on customer profiles and segment-specific needs.
* Develop and implement strategies for acquiring and retaining clients within
each segment.
* Collaborate with Marketing teams to create tailored content, communications,
and campaigns that resonate with target segments.

Financial and Portfolio Management:

* 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 portfolios.
* Manages client assets a

📌 Senior Manager (Thane)
🏢 Tata Capital
📍 Thane