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Job Purpose
The purpose of the job is to be responsible for acquiring and managing corporate relationships for Corporate NPS. The person will be responsible for Business Development, Corporate Relationship Onboarding, Nurturing Onboarded Relationships, increasing penetration of NPS registration and NPS Corpus within the Corporate employee universe. The role requires understanding of financial planning, understanding NPS and comparable investment products (like Mutual Funds, Insurance, PPF etc), and a commitment to deliver exceptional client service.
Main Accountabilities
Client Acquisition and Relationship Management:
. Identify and build Corporate opportunity for NPS across Corporate segments in the assigned geography - Large, Mid, Small Corporates & others
. Acquire and onboard Corporates for Corporate NPS through our NPS POP Platform
. Manage, Train & Service corporate stakeholders throughout the lifecycle of the NPS process
. Deepen an onboarded corporate relationship by increasing employee penetration and increasing per corporate NPS corpus
. Drive acquisition by leveraging broader Tata Capital business presence in the assigned geography
. Acquire new accounts from the Group. Leverage existing Group relationships and collaborate with internal stakeholders to achieve this
Marketing and Engagement:
. Implement Marketing and Communication plan for managed Corporate relationships
. Drive NPS awareness initiatives across all key touch points
. Create and execute innovative engagement activities to drive employee registrations at existing corporate relationships
. Collaborate with the internal teams such as operations and compliance as well as external stakeholders (such as CRAs) to deliver seamless experience for both Corporates and their Employees
Product Expertise: MIS
. Be thoroughly informed of NPS product and its operations(Digital and Physical), in order to provide expected service standards
. Stay up-to-date with industry trends, customer profiles, economic developments, and regulatory changes that impact the product and its subscribers
Qualification : Postgraduate/ Graduate in any discipline.
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: 129364993
