Client Connect Officer - Wealth Management (Mumbai)

Client Connect Officer - Wealth Management (Mumbai)

19 Sep
|
Tata Capital Finance
|
Mumbai

19 Sep

Tata Capital Finance

Mumbai

Officer - Client Connect - Wealth - Segment - Mumbai - Lodha (I-Think Techno Campus) Job Purpose Customer acquisition through tele sales, calling wealth potential customers and create opportunities for wealth relationship team to acquire customers Main Accountabilities • Manage out bond Call ensure business objectives • Drive output on leads from wealth business teams • Achievement of sales & business targets of the unit • Ensure & maintain compliance & regulatory requirement • Ensure tracking and effective utilization of data Qualifications: Graduate/ Postgraduate in any discipline. MBA in Finance/ Marketing will be added advantage

📌 Client Connect Officer - Wealth Management (Mumbai)
🏢 Tata Capital Finance
📍 Mumbai

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