## Job highlights
- . Develops,organizes and maintains client portfolio. MBA / PGDBA/PGPM or Equivalent/ AMFI / NISM,IRDA certified 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 portfolioMBA/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 (Bengaluru)
🏢 Tata Capital
📍 Bengaluru