Manager - Segments - Wealth - Bengaluru - Prestige Corniche

Location: Bengaluru
Workplace: On-site

About this role

Responsible for all customer segment group research including extracting customer data and analyzing profiles to determine market segment requirements. Develops targeted product offerings or marketing campaigns based on customer profiles.

1.Manages client assets according to investment preferences and goals.
2.Meets with clients to assess asset status, needs, risks, goals and progress.
3.Prepares financial statements, business activity reports and forecasts.
4.Develops, organizes and maintains client portfolio

MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

Qualifications

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Read the Manager - Segments - Wealth - Bengaluru - Prestige Corniche listing at Tata Capital (https://www.getclera.com/jobs/tata-capital/manager-segments-wealth-bengaluru-prestige-corniche-m1iv69v9qzxd) and tell me whether it fits my profile. Save it for me if it does.

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