About the job: Key responsibilities: 1. Enhance client wallet share to build AUM. 2. Increase the depth of the relationship. 3. Provide client servicing by sharing relevant reports like CG statements and profit statements. 4. Prevent client attrition. 5. Acquire new clients through references, email campaign, SMS campaign, and other activities. Who can apply: Only those candidates can apply who: are from Thane, Mumbai only Salary: ₹ 3,00,000 - 4,50,000 /year Experience: 0 year(s) Deadline: 2025-06-11 23:59:59 Other perks: 5 days a week, Cab/Transportation facility, Health Insurance, Life Insurance Skills required: Negotiation and Effective Communication Other Requirements: 1. Graduation in the relevant stream (MBA/BBA candidates preferred). 2. Valid NISM 5A Certification is preferred. About Company: We are a part of the Tata Group, one of India's largest and most respected industrial groups, renowned for its adherence to business ethics. Tata Asset Management Private Limited offers a range of investment solutions for financial planning and wealth creation and manages funds across the entire risk-return spectrum. The diversity of our fund offerings enables investors to invest as per their life stage, financial goals, and risk profile. The company also offers portfolio management services to high-net-worth individuals and advisory services to offshore investors and funds investing in India.

Role & 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 a 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 Role Specific Competencies: Effective networking skills Self-Starter and ability to work on multiple tasks simultaneously Quick learning ability Always updated with the 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

Roles & Responsibilities: Core Responsibilities: Enhancing client wallet share to build AUM Increasing the depth of the relationship Provide client servicing by sharing relevant reports like CG statements, Profit statements Prevent client attrition Acquiring new clients through references, email campaign, SMS campaign and other activities Day to Day Responsibilities: Reaching out to Around 100 clients per day. Understand and analyse the existing folios so as to recommend either a top up or diversification into a different asset class based on the client risk profile. Ensure adherence to regulatory framework Key Deliverables: Building AUMs through the right product mix and controlling net sales Building relationship with Key Clients without meeting them in person Preventing client attrition