31 Oct
|
Tata Capital
|
Bengaluru
31 Oct
Tata Capital
Bengaluru
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.
.
Manages client assets according to investment preferences and goals.
Meets with clients to assess asset status, needs, risks, goals and progress.
Prepares financial statements, business activity reports and forecasts.
Develops, organizes and maintains client portfolio
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
📌 Senior Manager Wealth Bengaluru
🏢 Tata Capital
📍 Bengaluru