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Senior Manager - Wealth - Segments - Bengaluru - Prestige Corniche - MM

Tata CapitalBengaluru🇮🇳India

Quick overview

SeniorityMid Senior

Employment typeFull Time

Work modeHybrid

LocationBengaluru, India

Job 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

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Senior Manager - Wealth - Segments - Bengaluru - Prestige Corniche - MM

Quick overview

Job description

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