- Can I apply
- Open to any education · Mid level
- Pay
- Pay not stated
- Source
- From the company's careers page · yesterday
- How to apply
- On Tata Capital's site: account needed, ~10–15 min
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About the role
Responsible for acquiring and managing HNI customers under the Preferred programme, enhancing relationship profitability through cross-selling, and increasing wallet share.
What you'll do
- Acquire new customers meeting product criteria
- Enhance portfolio value and maintain hygiene parameters
- Cross-sell bank products based on customer needs
- Control attrition and achieve revenue targets
- Operations, Marketing & Processes
What you need
- 5–8 yrs of experience
- Treasury
- Sales
- Insurance
- Cross-selling
- Portfolio management
- KYC
- Any graduate
Good to have
- AML
- HTML
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