Live opening · Posted 1 day ago

Manager - Segments - Wealth - Bengaluru - Prestige Corniche

Tata Investment Corporation Limited · Bengaluru, Karnataka, India

Oracle

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The key details from the original listing.

Posted 1 day ago

CompanyTata Investment Corporation Limited

LocationBengaluru, Karnataka, India

Source

Oracle

ListedPosted 1 day ago

About the role

Description supplied by the original job listing.

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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