Role Corporate Sales NPS ( Kolkata )
Experience 59 Years
Mode WFO 5.5 days
LocationKolkata
Job Purpose
The purpose of the job is to be responsible for acquiring and managing corporate relationships for Corporate NPS. The person will be responsible for Business Development Corporate Relationship Onboarding Nurturing Onboarded Relationships increasing penetration of NPS registration and NPS Corpus within the Corporate employee universe. The role requires understanding of financial planning understanding NPS and comparable investment products (like Mutual Funds Insurance PPF etc) and a commitment to deliver exceptional client service.
Responsibilities:
Client Acquisition and Relationship Management:
- Identify and build Corporate opportunity for NPS across Corporate segments in the assigned geography Large Mid Small Corporates & others
- Acquire and onboard Corporates for Corporate NPS through our NPS POP Platform
- Manage Train & Service corporate stakeholders throughout the lifecycle of the NPS process
- Deepen an onboarded corporate relationship by increasing employee penetration and increasing per corporate NPS corpus
- Drive acquisition by leveraging broader Tata Capital business presence in the assigned geography
- Acquire new accounts from the Group. Leverage existing Group relationships and collaborate with internal stakeholders to achieve this
Marketing and Engagement:
- Implement Marketing and Communication plan for managed Corporate relationships
- Drive NPS awareness initiatives across all key touch points
- Create and execute innovative engagement activities to drive employee registrations at existing corporate relationships
- Collaborate with the internal teams such as operations and compliance as well as external stakeholders (such as CRAs) to deliver seamless experience for both Corporates and their Employees
Product Expertise:
- Be thoroughly informed of NPS product and its operations(Digital and Physical) in order to provide expected service standards
- Stay uptodate with industry trends customer profiles economic developments and regulatory changes that impact the product and its subscribers could impact clients' financial positions.
About Company
business development,asset allocation,private wealth,portfolio services,corporate sales,product expertise,pms,sales strategies,financial markets,sales,relationship management,interpersonal skills,listening skills,aif fund management,client acquisition,private wealth management,aif,marketing skills,sip book,financial analyst,revenue generation,market credibility,wealth,client management,risk policies,business development skills,mis reporting,financial advisory,asset management,customer acquisition,mf,market research,wealth products understanding,market credibility enhancement,company knowledge,financial needs understanding,financial planning,market analysis,wealth management,risk management,financial services knowledge,business analytics,financial analysis,investment trends analysis,communication skills,communication,investment products,risk policies adherence,sip,wealth management knowledge,portfolio management,wealth products,marketing,financial expertise,client servicing