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