Sr. Relationship Manager - Wealth - Delhi - Videocon Towers (9th Floor) - MM
Eofh · India
About The Role
Client Acquisition and Relationship Management: Identify and build Corporate opportunity for NPS and financial wellness offerings across Corporate segments in the assigned geography – Large, Mid, Small Corporates & others Acquire and onboard Corporates for Corporate NPS through our NPS POP Platform Manage, Train & Service corporate stakeholders throughout the lifecycle of the NPS process Deepen an onboarded corporate relationship by increasing employee penetration and increasing per corporate NPS corpus Drive acquisition channels by leveraging Tata Capital business presence in the assigned geography Collaborate with internal Tata Capital team’s to drive synergy in acquiring corporates and wealth business opportunities from their existing relationships Acquire new accounts from the Group. Leverage existing Group relationships and collaborate with internal stakeholders to achieve this Marketing and Engagement: Implement Marketing and Communication plan for managed Corporate relationships Drive awareness initiatives across all key touch points Create and execute innovative engagement activities to drive employee registrations at existing corporate relationships Collaborate with the internal teams such as operations and compliance as well as external stakeholders Product Expertise: Be thoroughly informed of NPS product and its operations(Digital and Physical), in order to provide expected service standards Stay up-to-date with industry trends, customer profiles, economic developments, and regulatory changes that impact financial products and its subscribers
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