Assistant Manager - Wealth Segment Management

Tata Capital Finance Ltd
Department Icon Stock Market Trading Asset & Wealth Management
Posted: 2 days ago
0-4 years
Thane
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 9 Jan 2027
Posted: 2 days ago
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Job Description

  • Assistant Manager - Wealth Segment Management
  • Company: Tata Capital Finance Ltd
  • Job Location: Thane, Maharashtra, India
  • Employment Type: Full-time
  • Assistant Manager Segment Alternate Channel - Wealth - Segment - Mumbai - Lodha (I-Think Techno Campus) - JM*
  • Research
  • Assist in conducting in-depth research and analysis of customer profiles within various customer segments.
  • Collaborate with the Manager - Segments to extract and interpret customer data effectively.
  • Contribute to understanding market segment requirements and preferences through data-driven insights.
  • Assist in identifying trends, behaviors, and opportunities within different customer segments.
  • Product Offering Support:
  • Work closely with cross-functional teams, including Marketing, Product Development, and Sales, to provide valuable input into the development of targeted product offerings.
  • Assist in creating and refining segment-specific marketing campaigns and strategies.
  • Collaborate with the Manager - Segments to ensure that product offerings align with the unique needs and expectations of different customer segments.
  • Contribute to the development of tailored content and communications for effective segment engagement.
  • Financial Management:
  • Support the Manager - Segments in client interactions, assessing asset status, needs, risks, goals, and progress.
  • Assist in preparing detailed financial statements, business activity reports, and forecasts for client portfolios.
  • Help in developing, organizing, and maintaining client portfolios, ensuring they align with investment preferences and financial goals.
  • Collaborate on investment strategies and asset allocation in line with customer segment requirements.
  • Performance Monitoring:
  • Actively participate in the monitoring of segment-specific initiatives, tracking key performance indicators, and providing data-driven recommendations for adjustments.
  • Contribute insights to adapt strategies and ensure that they meet the evolving needs of diverse customer segments.
  • Assist in assessing the success of product launches within segments and provide feedback for continuous improvement.
  • Collaboration:
  • Foster effective collaboration with the Manager - Segments and across the Wealth Management team to achieve segment-related objectives. .

Skills

Financial ManagementClient InteractionPerformance MonitoringMarketing CampaignsResearch

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