Client Activation:
• Engaging with customer to get them on Moneyfy Platform.
• Educating customer on Mutual fund returns.
• Understand their financial goals and risk appetite.
• Activating customer Investment in Mutual Fund.
Digital Engagement:
• Utilize digital channels such as video calls, chat, and email to engage with clients.
• Provide advisory services on securities investments.
Client Acquisition:
• Identify and onboard new clients through digital channels.
• Develop strategies to expand the client base.
Portfolio Reviews:
• Conduct regular portfolio reviews and provide recommendations.
• Monitor market trends and communicate relevant insights to clients.
Digital Tools Utilization:
• Leverage digital tools and platforms for client interactions and account management.
• Stay updated on digital advancements in the securities industry.
Cross-Selling:
• Identify opportunities to cross-sell other relevant financial products and services.
• Collaborate with product specialists for client needs.
Client Education:
• Educate clients on digital platforms and self-service options.
• Provide guidance on using digital tools effectively.
Compliance and Risk Management:
• Ensure compliance with regulatory requirements and internal policies.
• Implement risk mitigation measures in client interactions.
Performance Tracking:
• Track and report on key performance indicators (KPIs) related to client engagement and business growth.
Customer Feedback:
• Collect and analyse customer feedback to improve digital services and offerings.
• Address client inquiries and concerns promptly.
Education: Minimum Degree: Graduation /12+3
Tata Capital Limited is a subsidiary of Tata Sons Limited. The Company is registered with the Reserve Bank of India as a Core Investment Company and offers through itself and its subsidiaries fund and fee-based financial services to its customers, under the Tata Capital brand.
As a trusted and customer-centric, one-stop financial services provider, Tata Capital caters to the diverse needs of retail, corporate and institutional customers, across various areas of business namely the Commercial Finance, Infrastructure Finance, Cleantech Finance, Wealth Management, Consumer Loans and distribution and marketing of Tata Cards. Tata Capital has over 500+ branches spanning all critical markets in India.
