27 Oct
|
Tata Capital
|
Bengaluru
27 Oct
Tata Capital
Bengaluru
Description
Responsible for all customer segment group research including extracting customer data and analyzing profiles to determine market segment requirements. Develops targeted product offerings or marketing campaigns based on customer profiles.
1.Manages client assets according to investment preferences and goals.
2.Meets with clients to assess asset status, needs, risks, goals and progress.
3.Prepares financial statements, business activity reports and forecasts.
4.Develops, organizes and maintains client portfolio
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
Qualifications
📌 Manager - Segments - Wealth - Bengaluru - Prestige Corniche
🏢 Tata Capital
📍 Bengaluru