- Can I apply
- Open to any education · Junior level
- Pay
- Pay not stated
- Source
- From the company's careers page · today
- How to apply
- On Tata Capital's site: account needed, ~10–15 min
Early: posted 12 h ago on their own site
Listed on the National Career Service; you apply there.
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About the role
Manages portfolio of existing high-net-worth (HNI) or retail clients to increase retention, deposits, and cross-selling.
What you'll do
- Act as primary point of contact for customer queries, account maintenance, and portfolio advisory
- Conduct regular meetings with clients to assess financial needs and pitch tailored solutions
What you need
- 0–2 yrs of experience
- Customer service
- Product knowledge
- Cash handling
- Negotiation
- Cross-selling
- Mutual funds
- Class 12
What you get
- ₹2.2 L–₹4 L a year
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