Tata Capital- Wealth Segment

6 months ago

Mumbai Maharashtra, India ConsultBae Full time

**Position
- Wealth Segment**

**Location
- Thane, Mumbai.**

**Mode
- WFO- 5 days**

**Qualifications & Experience**

Minimum Degree: MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM, IRDA certified

Minimum Experience - 6-7 years of Experience

**Job Purpose-**

The purpose of the job is to oversee the management and construction of new acquisition, alternative sales, performance management, new initiatives for
business aligning them with our wealth management business objectives. The role requires a high degree of analytical acumen, attention to detail, and a strategic mindset, focusing on managing multiple initiatives, acquisition & revenue strategies on a national scale.

**Main Accountabilities-**

**Wealth Customer Segment**:
Define and identify segment customers and strategies towards acquisition and retention & servicing of segment customers.

Collaborate closely with wealth management teams across the nation to consistently and efficiently execute strategic and tactical for the growth of segment customers.

Lead front-office risk management efforts by monitoring, evaluating, and proactively managing risks and opportunities for customer retention & servicing.

Creating tools and tracking mechanism for segment customer relationship growth

Customer experience & grievance management at central desk

Developing & implementing customer delight and servicing channels, programs to enhance customer experience and improve servicing.

**New Initiatives**:
System Upgradation & Automation

Business Policies as per the business requirement

Performance Management - Revenue Reporting, Business Analytics, Business MIS.

Wealth Branding & Customer Communications

Customer Experience & Wealth Proposition

Customer Survey on Onboarding, Overall Experience & Digital Experience

**Competencies**:
Ownership

Boundaryless Behaviour

Meritocracy

Leadership Effectiveness

Customer Focus

Strategic Capability

Tech Quotient

Cost Consciousness

Adaptive

Empathetic

Innovative

Collaborative

Analytical

Compliance

Resilient

Decisive and solution-focused

**About Company-**

**Tata Capital Limited** is a financial and investment service provider in India. The company is based in Mumbai and has more than 100 branches across the country. The firm offers consumer loans, **wealth management**, **commercial finance**, and infrastructure finance, among others.**

Tata Capital, a subsidiary of Tata Sons Limited, was established in the year 2007. It is the financial services arm of the USD 108 billion Tata Group. It is a holding company of Tata Capital Financial Services Limited (TCFSL), Tata Securities Limited, and Tata Capital Housing Finance Limited.

The company is registered with the Reserve Bank of India (RBI) as a Systematically Important Deposit Accepting Non-Banking Financial Company. Tata Capital offers services like commercial finance, investment banking, consumer loans, private equity, treasury advisory, and credit cards. It serves corporate, retail, and institutional customers through its wholly owned subsidiary, TCFSL.

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