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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 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 prospects 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 (India)
🏢 Tata Capital
📍 India