Sr. Relationship Manager - Wealth - Delhi - Videocon Towers (9th Floor) - MM

TATA Capital; India; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Tata Capital is seeking a Corporate Acquisition and Relationship Manager in India to drive corporate NPS adoption, onboard corporates, and manage ongoing relationships. You will train stakeholders and work across marketing, operations, and compliance to optimize client experience.

The role focuses on expanding employee registrations, increasing NPS corpus, and leveraging existing group relationships to generate wealth opportunities across corporate clients.

Qualifications

• Experience in acquiring and managing corporate clients for financial products.
• Knowledge of NPS (National Pension System) products and initiatives.
• Ability to collaborate with internal teams and external stakeholders.

Responsibilities

• Identify and build corporate opportunities for NPS and financial wellness offerings across corporate segments.
• Acquire and onboard corporates for Corporate NPS via POP platform.
• Manage, train and service corporate stakeholders throughout the NPS lifecycle.
• Deepen relationships by increasing employee penetration and NPS corpus per corporate.
• Drive acquisition channels leveraging Tata Capital presence in the geography.
• Collaborate with internal teams to synergize corporate and wealth business opportunities.
• Onboard new accounts leveraging Group relationships and internal stakeholders.

Skills

Corporate sales

Relationship management

NPS product knowledge

Marketing planning

Stakeholder collaboration

Cross-functional coordination

Job description

Client Acquisition and Relationship Management

• Identify and build Corporate opportunity for NPS and financial wellness offerings 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 channels by leveraging Tata Capital business presence in the assigned geography
• Collaborate with internal Tata Capital team’s to drive synergy in acquiring corporates and wealth business opportunities from their existing relationships
• 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 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

Product Expertise

• Be thoroughly informed of NPS product and its operations(Digital and Physical), in order to provide expected service standards
• Stay up-to-date with industry trends, customer profiles, economic developments, and regulatory changes that impact financial products and its subscribers