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