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Regional Head - Wealth Management Sales

Tata Capital Finance Ltd

Regional Head - Wealth Management Sales

Tata Capital Finance Ltd

Kolkata/Calcutta

Not disclosed

Work from Office

Full Time

Min. 5 years

Job Description

Regional Head - Wealth - Sales - Kolkata - Avani Signature - MM

11013

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management

1. Develop distribution model which should be cost effective and helpful in growing business rapidly DSA business expansion Control on cost of acquisition
2. To meet the Business/sales targets for the region on monthly, quarterly and annual basis – Volume(nos.) , MS (%) and Turnover( Rs).
3. To coordinate and ensure the collection Targets on Daily, weekly and monthly basis.
4. Timely FI and disbursement of finance to the customers To do appraisal/ Review of performance of TCFSL’s team in the region.
5. Target achievement Customer satisfaction level Build client relationship internal and external."

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

Job role

Work locationKolkata, Kolkata - Avani Signature, Block No. 302, Third Floor, 91/A/1, Avani Signature Building, Park Street, Kolkata, West Bengal - 700016, Kolkata, West Bengal, India