Financial Services Consultant

3 weeks ago

Mumbai Maharashtra, India TATA CAPITAL Full time

Job Purpose To support AUM growth for Tata Capital and Tata Pension Fund by actively engaging with individual Central and State Government employees who are existing NPS subscribers educating them about the benefits of switching to Tata PFM and assisting them through the switching process The role requires strong field-level execution trust-building with subscribers and coordination with government departments as guided by the RM Main Accountabilities Subscriber Acquisition Conversion o Meet Central State Government employees at their workplaces or through camps events to promote Tata Pension Fund o Explain the advantages of choosing Tata PFM and assist in resolving subscriber queries o Facilitate end-to-end switching process for interested NPS subscribers ensuring accuracy and compliance Field Outreach Execution o Conduct planned field visits awareness sessions and subscriber camps as directed by the RM o Act as the on-ground brand representative of Tata Capital and Tata PFM in government offices Coordination Support o Coordinate with nodal officers DDOs and PAOs as per RM s guidance to schedule outreach o Support documentation form filling and KYC processes for subscribers o Ensure timely reporting and MIS sharing with the RM and internal teams Subscriber Experience o Ensure a smooth positive experience for government employees through personalized support during the switching process o Gather subscriber feedback to help improve service delivery Key Skills Attributes Strong communication and interpersonal skills in regional local language Trust-building and empathetic approach with government subscribers High ownership and execution-focused attitude Ability to work independently and travel within assigned territory Qualification Graduate

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