Financial Services Professional

7 days ago


Mumbai, Maharashtra, India Hrizen techno services Full time
Company Overview:
Tata Capital Limited is a subsidiary of Tata Sons Limited, a trusted and customer-centric one-stop financial services provider catering to the diverse needs of retail, corporate, and institutional customers. With over 500+ branches spanning all critical markets in India, Tata Capital offers a wide range of financial products and services for individuals, SMEs, and corporate clients.

Job Description:
The Activation Relationship Manager will be responsible for engaging with customers to get them on Monefy Platform, educating them on Mutual fund returns, understanding their financial goals and risk appetite, and activating their investment in Mutual Funds. This role involves utilizing digital tools and platforms to provide advisory services, drive business growth, and monitor market trends.

Key Responsibilities:
  • Client Activation: Engage with customers to get them on Monefy Platform, educate them on Mutual fund returns, understand their financial goals and risk appetite, and activate their investment in Mutual Funds.
  • Digital Engagement: Utilize digital channels such as video calls, chat, and email to engage with clients, provide advisory services, and communicate relevant insights.
  • Client Acquisition: Identify and onboard new clients through digital channels, develop strategies to expand the client base, and leverage digital tools for client interactions.


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