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ERM - Digital Wealth - Sales - Mumbai - Vikhroli

Date Posted: Oct 22, 2026

Job Detail

  • location_on
    Location Mumbai, Maharashtra, India
  • desktop_windows
    Job Type: Full Time/Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Dec 07, 2026

Job Description

Main Accountabilities

Client Portfolio Management:

  • Manage a portfolio of clients in the securities domain.
  • Understand their financial goals and risk appetite.

Digital Engagement:

  • Utilize digital channels such as video calls, chat, and email to engage with clients.
  • Provide advisory services on securities investments.

Client Acquisition:

  • Identify and onboard new clients through digital channels.
  • Develop strategies to expand the client base.

Portfolio Reviews:

  • Conduct regular portfolio reviews and provide recommendations.
  • Monitor market trends and communicate relevant insights to clients.

Digital Tools Utilization:

  • Leverage digital tools and platforms for client interactions and account management.
  • Stay updated on digital advancements in the securities industry.

Cross-Selling:

  • Identify opportunities to cross-sell other relevant financial products and services.
  • Collaborate with product specialists for client needs.

Client Education:

  • Educate clients on digital platforms and self-service options.
  • Provide guidance on using digital tools effectively.

Compliance and Risk Management:

  • Ensure compliance with regulatory requirements and internal policies.
  • Implement risk mitigation measures in client interactions.

Performance Tracking:

  • Track and report on key performance indicators (KPIs) related to client engagement and business growth.

Customer Feedback:

  • Collect and analyze customer feedback to improve digital services and offerings.
  • Address client inquiries and concerns promptly.

Source: Tata Capital careers — Read the original posting and apply

This role is listed by the employer on its own careers site. Kaam Ki Khoj does not process applications for it.

Company Overview

Tata Capital
Tata Capital · Mumbai, Maharashtra, India
5,332 open roles

Tata Capital is an employer in the Banking/Financial Services/Broking sector with operations in India. This is a directory listing maintained by Kaam Ki Khoj so that candidates can find the organisation; it is not an official company page and Kaam Ki... Read More

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