Portfolio Manager

About Us

TLC DigiTech (P) Ltd is a tech product and services company providing end to end digital solutions for customer acquisition, activation, engagement, retention, and loyalty. We have domain expertise in the travel and hospitality space.

Set up over 20 years ago, we have a pan India presence and a regional presence in East Africa and Sri Lanka. With our corporate office in New Delhi, we have a team strength of over 600 people and bring a culture of innovation to deliver excellence. Our integrated teams — spanning Design, Technology, Digital, Support, Contact Centres, and Club Ambassadors — provide a seamless, single-window solution for our customers.

Our technology stack includes:

• CRM built on Salesforce and Heroku
• End-to-end integration managed via MuleSoft
• Mobile applications developed on the Ionic hybrid platform
• Omni-channel contact centres integrated with voice, chat, WhatsApp, Facebook Messenger, email, social, web, and SMS

TLC ensures compliance and statutory audits through Big Four global accounting firms and adheres to the highest standards of information security with ISO 27001, ISO 27701 and SOC2 certifications.

We are proud members of CII, FHRAI, TAAI, Nasscom, Dun & Bradstreet, and other leading industry bodies.

For more information, please visit www.tlcgroup.com

Role : Portfolio Manager – Wealth Management

Job Purpose : Cultivate US based client relationships, coordinate the sales process, manage ongoing client engagement and ensuring exceptional client services.

Role and Responsibility :

• Execute sales strategy including identifying opportunities, lead cultivation, follow up and conversion to drive revenue growth. Collaborate with the teams to support back-end research preparing client presentations to develop a customized value proposition
• Manage Client relationships as a primary contact including client engagement, act as a consultant on market trends, offering proactive tailored solutions, managing requests in a timely manner lreading to a high level of client satisfaction and retention.
• Account Management to include overseeing client accounts, ensuring accuracy and to manage their portfolio
• Coordinate and collaborate with internal teams of investments, insurance and financial planning to optimize client wealth
• Ensure regulatory compliance in all client dealings by demonstrating a high level of understanding of US laws, insurance and taxation relevant to that client
• Own and control direct costs pertaining to the sales delivery, primarily human resource related.
• Monitor delivery of KPIs of your self and your teams
• Ability to work US hours on need basis to coordinate and collaborate with clients and US teams on their time.

Education, Experience, Competencies :

• Required: MBA in Finance or a CFA from the US.
• 7+ years of experience in client management, insurance and wealth management, with some experience in the US market, currently working as an RIA (Registered Investment ADVISOR) or with a Wealth Management Firm like a family office.
• Competitive with possibility of long-term incentives

Technical :

•Knowledge of US tax laws, compliance and reporting requirements

•Excellent communication, presentation, negotiation and interpersonal skills

•Global perspective and overseas business building

•Proficiency in accounting and CRM software and related tools

Behavioral :

• Inspiring to clients
• Influencing for clients
• Innovating in client solutioning
• Collaborating with India and US based teams
• Driving Agility in the role
• Growing Value