Major Deliverables: -
Work alongside key stakeholders to define the vision, scope, and roadmap for the Wealth Management offerings on the digital platform.
Understanding various Wealth management offerings and integrate the same to digital offering
Developing Online & offline Digital journey of customers
Understanding of customer behaviour/requirements on personal finance front.
Being abreast with the market, actively taking cues from competition & building business opportunity.
Keep abreast of regulatory, legal and industry best practices to maintain compliance Experience working in Financial Services, preferably in Wealth Management / Asset management / Insurance (4-5 Years
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.