Tata Asset Management Limited Cluster Head : Banking & PCG Position Title: Cluster Head : Banking & PCG Location: Hyderabad, Chennai. Department: Sales Reports to: State Head of Telangana & Tamil Nadu Respectively Job Description: Key Responsibilities: Promote and obtain market share for our products in the banking channel. Strong relationship building in banks and maintenance of AUM. Continuously enthuse and motivate sales staff of banks and PCG to sell our products. Train frontline sales staff; formulate sales promotion and other sales support activity. Gather market intelligence for product development process. Maintain RM database, proper follow up and tracking of market share Experience: 4-10 years of experience Qualification: Graduation / Postgraduate (Any), NISM -VA Skills And Abilities: Good communication & interpersonal skills Self-starter, self-motivated and should be a go-getter Flexibility & Adaptability Problem Solving and Decision Making Ability to take mature decisions from a business perspective

The Assistant Manager Sales (Banking & PCG) would have responsibility for promoting and obtaining market share for our products specifically among banking channels. The MIS would be expected to plan for business development in the target segments mentioned. Special focus will have to be on building relationships with banks. He/She will constantly review his and his teams sales targets with the Branch Manager Regional Manager & Product Head for corrections, if required. The sales targets for Manager – Sales (Banking & PCG) would focus on new customer acquisition, relationship development with large intermediaries, net accretion to assets under management. A key focus for him/her will have to be to enthuse and motivate frontline sales staff of large distributors to sell our products. The Assistant Manager – Sales (Banking & PCG) would expect to have a relationship management model for the target segments. He/She would maintain a database as well as a relationship model, which covers periodic follow-ups as well as tracking of market share. She would be responsible for market share in her segment. He/ She would ensure that proper follow-ups are maintained with various banks. She would be specifically responsible for training the frontline sales staff of distributors as well as people within our organization, whom he is responsible for. She will play an important role in formulating sales promotions, point of purchase material, and other marketing and sales support activity. He/ She will have an important role to play in gathering market intelligence for the product development process. She will ensure that all compliance parameters – internal and external are met with. She will also ensure that all communication going out from our organisation is compliant with internal and external norms. The Manager - Sales (Banking & PCG) will strive to ensure customer centric orientation among the various team members that she is responsible for. Any other Job as assigned to her by the management from time to time

Tata Asset Management Pvt. Limited Position: Relationship Manager (Retail) Position Title: Relationship Manager Retail Department: Sales Channel: Retail About Role: The incumbent shall be responsible to manage mapped distributors designated area, and drive sales/activation. Key Responsibilities: Achievement of Gross Sales, Net Sales and SIP targets assigned in allotted geographic territory across Mutual Funds, PMS and AIF. Activate distribution partners and increase productivity in terms of no. of applications and volume. Identify prospective distribution partners (IFAs) and empanel them for selling the products of the AMC, this should also apply to new ARNs entering the market every month. Engage with the mapped relationships as per coverage plan, to build strong relationship and recall for the brand. Adhere to the defined sales process and reporting requirements. Use internal and external data for sharper focus and market intelligence. Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product. Liaise with sales-support, investor services and other internal departments, and to ensure timely and quality response to distributors for various requirements. Responsibilities would also include the day-to-day management of internal office work/back office and timely MIS. Ensures that external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements. Represents the company in the allotted area and will strive to ensure that the company’s image is always upheld and projected in the appropriate manner. Any other Job as assigned by the management from time to time Behavioral Competencies Effective Interpersonal skills Strong Communication skills Adaptability Effective Relationship building Role Specific Competencies Effective networking skill Self-Starter and Ability to work on multiple tasks simultaneously Quick learning Ability Always updated with latest information on products Strong memory to recall product information Ability to gauge the client’s interest and orientation, and to pitch for suitable products Keen interest in markets Ability to come up with insightful information during the client discussion Minimum Qualification: Graduate/Postgraduate. Preferably in Finance. Work Experience: At least 1-5 years of relevant experience in local market in managing the distributors.

Tata Asset Management Pvt. Limited Position: Relationship Manager : MFD Segment, Retail Channel Position Title: Relationship Manager Retail Department: Sales Channel: Retail (MFD) About Role: The incumbent shall be responsible to manage mapped distributors designated area, and drive sales/activation. Key Responsibilities: Achievement of Gross Sales, Net Sales and SIP targets assigned in allotted geographic territory across Mutual Funds, PMS and AIF. Activate distribution partners and increase productivity in terms of no. of applications and volume. Identify prospective distribution partners (IFAs) and empanel them for selling the products of the AMC, this should also apply to new ARNs entering the market every month. Engage with the mapped relationships as per coverage plan, to build strong relationship and recall for the brand. Adhere to the defined sales process and reporting requirements. Use internal and external data for sharper focus and market intelligence. Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product. Liaise with sales-support, investor services and other internal departments, and to ensure timely and quality response to distributors for various requirements. Responsibilities would also include the day-to-day management of internal office work/back office and timely MIS. Ensures that external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements. Represents the company in the allotted area and will strive to ensure that the companys image is always upheld and projected in the appropriate manner. Any other Job as assigned by the management from time to time Behavioral Competencies Effective Interpersonal skills Strong Communication skills Adaptability Effective Relationship building Role Specific Competencies Effective networking skill Self-Starter and Ability to work on multiple tasks simultaneously Quick learning Ability Always updated with latest information on products Strong memory to recall product information Ability to gauge the clients interest and orientation, and to pitch for suitable products Keen interest in markets Ability to come up with insightful information during the client discussion Minimum Qualification: Graduate/Postgraduate. Preferably in Finance. Work Experience: At least 0-5 years of relevant experience in local market in managing the distributors MFDs.

Tata Asset Management Pvt. Limited Position: Relationship Manager (Retail) Position Title: Relationship Manager National Distributors Department: Sales Channel: Retail - National Distributors About Role: The incumbent shall be responsible to manage mapped distributors designated area, and drive sales/activation. Key Responsibilities: Achievement of Gross Sales, Net Sales and SIP targets assigned in allotted geographic territory across Mutual Funds, PMS and AIF. Activate distribution partners and increase productivity in terms of no. of applications and volume. Identify prospective distribution partners (IFAs) and empanel them for selling the products of the AMC, this should also apply to new ARNs entering the market every month. Engage with the mapped relationships as per coverage plan, to build strong relationship and recall for the brand. Adhere to the defined sales process and reporting requirements. Use internal and external data for sharper focus and market intelligence. Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product. Liaise with sales-support, investor services and other internal departments, and to ensure timely and quality response to distributors for various requirements. Responsibilities would also include the day-to-day management of internal office work/back office and timely MIS. Ensures that external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements. Represents the company in the allotted area and will strive to ensure that the companys image is always upheld and projected in the appropriate manner. Any other Job as assigned by the management from time to time Behavioral Competencies Effective Interpersonal skills Strong Communication skills Adaptability Effective Relationship building Role Specific Competencies Effective networking skill Self-Starter and Ability to work on multiple tasks simultaneously Quick learning Ability Always updated with latest information on products Strong memory to recall product information Ability to gauge the client’s interest and orientation, and to pitch for suitable products Keen interest in markets Ability to come up with insightful information during the client discussion Minimum Qualification: Graduate/Postgraduate. Preferably in Finance. Work Experience: At least 1-5 years of relevant experience in local market in managing the distributors.

Role & responsibilities The Relationship Manager will be responsible for managing the retail sales channels and also responsible for managing direct sales to large investors, where relationship-building skills are important. He will ensure adequate training of all sales staff and that of the channel partners as well as other support staff, to enable quality financial advice and compliance with all regulations. Relationship Manager will also be responsible for interfacing with channel partners and investors to scan and spot emerging market trends as an input to the new product development process. He will also ensure that proper feedback is periodically obtained from channel partners and investors and the same is effectively fed to Investor Servicing for course corrections as and when needed. He will have responsibility for ensuring quality investor servicing at all his branch locations and will need to interface with the investor servicing team for this purpose. He will ensure that all external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements. He is also the Representative of the Company for his area and will strive to ensure that the Companys image is always upheld and projected in the appropriate manner. “Any other Job as assigned to you by the management from time to time”

Role & responsibilities The Relationship Manager will be responsible for managing the retail sales channels and also responsible for managing direct sales to large investors, where relationship-building skills are important. He will ensure adequate training of all sales staff and that of the channel partners as well as other support staff, to enable quality financial advice and compliance with all regulations. Relationship Manager will also be responsible for interfacing with channel partners and investors to scan and spot emerging market trends as an input to the new product development process. He will also ensure that proper feedback is periodically obtained from channel partners and investors and the same is effectively fed to Investor Servicing for course corrections as and when needed. He will have responsibility for ensuring quality investor servicing at all his branch locations and will need to interface with the investor servicing team for this purpose. He will ensure that all external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements. He is also the Representative of the Company for his area and will strive to ensure that the Companys image is always upheld and projected in the appropriate manner. “Any other Job as assigned to you by the management from time to time”

Role & responsibilities The Relationship Manager will be responsible for managing the retail sales channels and also responsible for managing direct sales to large investors, where relationship-building skills are important. He will ensure adequate training of all sales staff and that of the channel partners as well as other support staff, to enable quality financial advice and compliance with all regulations. Relationship Manager will also be responsible for interfacing with channel partners and investors to scan and spot emerging market trends as an input to the new product development process. He will also ensure that proper feedback is periodically obtained from channel partners and investors and the same is effectively fed to Investor Servicing for course corrections as and when needed. He will have responsibility for ensuring quality investor servicing at all his branch locations and will need to interface with the investor servicing team for this purpose. He will ensure that all external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements. He is also the Representative of the Company for his area and will strive to ensure that the Companys image is always upheld and projected in the appropriate manner. “Any other Job as assigned to you by the management from time to time”

Tata Asset Management Limited Cluster Head : Banking & PCG Position Title: Cluster Head : Banking & PCG Location: Hyderabad, Chennai, Bengaluru - Individual positions for each role are being hired for. Department: Sales Reports to: State Head of Telangana, Tamil Nadu and Bengaluru Respectively Job Description: Key Responsibilities: Promote and obtain market share for our products in the banking channel. Strong relationship building in banks and maintenance of AUM. Continuously enthuse and motivate sales staff of banks and PCG to sell our products. Train frontline sales staff; formulate sales promotion and other sales support activity. Gather market intelligence for product development process. Maintain RM database, proper follow up and tracking of market share Experience: 4-10 years of experience Qualification: Graduation / Postgraduate (Any), NISM -VA Skills And Abilities: Good communication & interpersonal skills Self-starter, self-motivated and should be a go-getter Flexibility & Adaptability Problem Solving and Decision Making Ability to take mature decisions from a business perspective