Sr. Relationship Manager - Wealth

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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