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Regional Head - Wealth - Baroda - Pancham Highstreet - MM @ Tata Capital

Baroda, Madhya Pradesh, INOnsiteFull-timeJob reference 56410
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About this role

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

Skills

Business Developmentportfolio performance analysisportfolio modelingPortfolio managementBusiness Analytics

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