- 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
Job Purpose – The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue
What you'll do
- Acquire new clients and Increase engagement of existing client by providing
- Complete financial planning solutions
- Conduct daily sales calling with prospective new clients and identify their
- Needs. Provide and develop solutions and suggest schemes to clients’ basis
- Their requirements and goal
What you need
- Cross-selling
- Sales
- Any graduate
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