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Sr Officer - Client Connect - Wealth - Segment - Mumbai - Lodha (I-Think Techno Campus)

Tata CapitalThane🇮🇳India

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationThane, India
Compliance

Job description

Job Purpose
Customer acquisition through tele sales, calling wealth potential customers and create opportunities for wealth relationship team to acquire customers

Main Accountabilities
•    Manage out bond Call ensure business objectives
•    Drive output on leads from wealth business teams
•    Achievement of sales & business targets of the unit
•    Ensure & maintain compliance & regulatory requirement
•    Ensure tracking and effective utilization of data

Qualifications: Graduate/ Postgraduate in any discipline. MBA in Finance/ Marketing will be added advantage

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