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Regional Head - Wealth - Mumbai - Vikhroli - MM

Tata Mutual Fund
Mumbai, India
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Job Description

Job Description

11013

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management

1. Develop distribution model which should be cost effective and helpful in growing business rapidly DSA business expansion Control on cost of acquisition
2. To meet the Business/sales targets for the region on monthly, quarterly and annual basis - Volume(nos.) , MS (%) and Turnover( Rs).
3. To coordinate and ensure the collection Targets on Daily, weekly and monthly basis.
4. Timely FI and disbursement of finance to the customers To do appraisal/ Review of performance of TCFSL's team in the region.
5. Target achievement Customer satisfaction level Build client relationship internal and external.

MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

More Info

Job Type:
Permanent Job
Industry:
Banking/Accounting/Financial Services
Function:
Business Development
Employment Type:
Full time

About Company

Tata Mutual Fund

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 &#8211&#x3B; the Tata Group &#8211&#x3B; 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: 136953989

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Last Updated: 25-12-2025 02:05:38 PM
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