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Tata CapitalTC

Virtual Relationship Manager - Monefy - Mumbai

Tata Capital Limited is a leading Indian financial services company and a subsidiary of Tata Sons, offering a wide range of products including consumer loans, commercial finance, and wealth management to retail, corporate, and institutional clients.

Tata Capital

Employee count: 5000+

India only

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10451

Major Deliverables:

  • Establishing relationship with registered users
  • Based on the client’s requirement, recommending mutual funds
  • Achieving sales target for mutual fund sales – SIP / Lump sum
  • Resolving any of the client queries
  • Helping the investors with mutual fund portfolio review
  • Connecting with clients to give regular portfolio and market updates
  • Pitching on NFOs and other new products
  • Getting more referrals from the existing users for onboarding new investors on the platform

Specialized job competencies:

Good communication skills, existing experience in mutual fund or insurance sales, Good understanding of mutual fund investments and products, target oriented mindset, NISM mutual fund distribution certification – VA. Desired Experience: 1-4 years in Mutual fund sales

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Education

Professional certificate

Experience

1 year minimum

Location requirements

Hiring timezones

India +/- 0 hours

About Tata Capital

Learn more about Tata Capital and their company culture.

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Tata Capital Limited stands as a premier Indian financial and investment services company, operating as a subsidiary of the esteemed Tata Sons. Established in 2007, the company has solidified its position as a trusted, customer-centric, one-stop financial solutions partner. It caters to a diverse clientele that includes retail, corporate, and institutional customers across India. The firm's extensive portfolio of services is delivered directly or through its specialized subsidiaries, ensuring comprehensive financial support tailored to the unique needs of each customer segment. With a robust network of over 700 branches nationwide, Tata Capital has established a significant presence, making its wide array of financial products and services accessible to a broad audience.

The company's offerings are structured across several key business areas, including Commercial Finance, Consumer Loans, and Wealth Services. Under its commercial finance division, Tata Capital provides essential funding to small, medium, and large corporates, facilitating their growth and expansion. This includes working capital loans, term loans, construction finance, and equipment financing. The consumer loans segment addresses the financial needs of individuals with products such as personal loans, home loans, car loans, and loans against property. Furthermore, Tata Capital's wealth management services offer a suite of investment products and advisory services, including portfolio management, private equity, mutual funds, and insurance. The company is also actively involved in the distribution and marketing of Tata Cards. A notable initiative is its Cleantech Finance arm, a pioneering setup dedicated to financing the cleantech segment with private capital, underscoring its commitment to sustainable and socially responsible business practices.

Employee benefits

Learn about the employee benefits and perks provided at Tata Capital.

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Paid Sick Leave

Company provides paid sick leave to employees.

Retirement Benefits

The Company provides retirement benefits, as applicable.

Paid Holidays / Vacation

Company offers paid holidays and vacation time to employees.

Medical and Hospitalization Coverage

The Company covers medical expenses and hospitalization through re-imbursements or insurance cover.

View Tata Capital's employee benefits
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Tata Capital

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