Skip to content
← Back to job listings

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

Tata Capital · Bengaluru, Karnataka, India

On-siteImported listingfull-timeabout 2 hours ago

About The Role

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

Similar roles you might like 12 found

See all →
Staff Software Engineer
TriNet
full-timeHyderabad, Telangana, India
Salary not disclosedPosted today
Senior Corporate Payroll Analyst
TriNet
full-timeHyderabad, Telangana, India
Salary not disclosedPosted today
Accountant
TriNet
full-timeHyderabad, Telangana, India
Salary not disclosedPosted today
Health Plan Pricing Analyst
TriNet
full-timeHyderabad, Telangana, India
Salary not disclosedPosted today
Staff Database Engineer
TriNet
full-timeHyderabad, Telangana, India
Salary not disclosedPosted today
Financial Planning and Analysis Analyst
TriNet
full-timeHyderabad, Telangana, India
Salary not disclosedPosted today
Administrative Assistant
TriNet
full-timeHyderabad, Telangana, India
Salary not disclosedPosted today
Forward Deployed Solution Engineer - CONNECT Data Services
AVEVA Solutions India LLP
full-timeHyderabad, India
Salary not disclosedPosted today

This is an external listing. JobSpring does not represent or verify the employer. Report this listing