Manager - Segments - Wealth - Bengaluru - Prestige Corniche

Tata Capital · Bengaluru

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Responsible for all customer segment group research including extracting customer data and analyzing profiles to determine market segment requirements. Develops targeted product offerings or marketing campaigns based on customer profiles.

  • 1.Manages client assets according to investment preferences and goals.
  • 2.Meets with clients to assess asset status, needs, risks, goals and progress.
  • 3.Prepares financial statements, business activity reports and forecasts.
  • 4.Develops, organizes and maintains client portfolio
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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