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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.
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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
Tata Asset Management Limited (TAM) is the Investment Manager to Tata Mutual Fund. Our origin stems from a much respected and internationally acclaimed industrial house – the Tata Group – whose business philosophy has made our country and its people partners in the wealth creation process. Our heritage invokes "trust" among consumers, employees, shareholders and the community alike. Though a great heritage is obviously something to cherish, we also seek to carry that legacy through a set of well defined and time tested globally accepted business practices. Being part of the Tata group, we are well known for our strong adherence to highest standards of ethics and fairness in all our business dealings.
TAM manages funds across the entire risk-return continuum. These include equity funds, balanced funds and debt & money market oriented funds. The company provides investment management, risk management and advisory services to institutional, intermediary and individual investors.
Job ID: 135932999
