Main Accountabilities Client Portfolio Management:
• Manage a portfolio of clients in the securities domain.
• Understand their financial goals and risk appetite. 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 recent 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 analyze customer feedback to improve digital services and offerings.
• Address client inquiries and concerns promptly.

📌 ERM - Digital Wealth - Sales - Mumbai - Vikhroli
🏢 Tata Capital
📍 Mumbai