Functions / Responsibilities

                                                  TATA ASSET MANAGEMENT LTD.

Job Specification

The Firm Established in 1994, Tata Asset Management Limited is one of the ear-
lier asset management companies in India. Our heritage invokes “trust”

among consumers, employees, shareholders and the community alike.
Though a great heritage is obviously something to cherish, we also seek

to carry that legacy through a set of well-defined and time tested glob-
ally accepted business practices. Being part of the Tata group, we are

well known for our strong adherence to highest standards of ethics and
fairness in all our business dealings. Our vision is to secure the financial
future of our investors and thereby deliver to them a better quality of life.
As one of the leading Indian Investment Managers, we understand that
managing wealth is as important as the creation of it.
We are present across the entire risk-return spectrum of mutual fund
products. We offer a range of innovative investment solutions to facilitate
wealth creation for its investors. These include equity funds, hybrid funds

and fixed income funds. The diversity of our fund offerings enables inves-
tors to invest as per their life stage, financial goals and risk profile. These

funds have catered successfully to the investment needs of its investors.

We also offer Portfolio Management Services to High Networth Individu-
als and render advisory services to offshore investors / funds investing

into India.
Core capabilities:
 Asset Management
 Portfolio Management Services
 Advisory services to offshore investors/funds investing into India
Social media connectivity
 Facebook https://www.facebook.com/TataMutualFund
 Twitter https://twitter.com/TataMutualFund

 LinkedIn https://www.linkedin.com/company/tata-asset-
management-ltd

 YouTube https://www.youtube.com/c/TataMutualFundIndia



THE ROLE
Functional Area Sales & Distribution
Title Relationship Manager-Sales
Location Bangalore
Key Working Relationships
within the organization

Work closely with the Business Head/Zonal Head to build and
grow the business.
Also interact with Fund Managers, Investor Services and Sales
Support in order to effectively service the client relationship.
Job Summary The role involves marketing our products i.e. Mutual Funds,
AIF, Portfolio Management Services and to increase our Market
Share by managing client relationships and providing prompt
service at all times.

Key Responsibilities  Provide prompt, courteous and excellent service to all

client relationships.
 Meet sales goals on various product offerings i.e. Equity
and Debt.
 To increase business and enhance client activation by
conducting activities and campaigns.
 Work towards growth in AUM (Asset Under Management)
in the respective location.
 Provide regular market feedback on competition.
 Adherence to the ‘Tata Code of Conduct’

Challenges of the role Ability to build relationships quickly. Leverage these

relationships to generate business.

Experience Preferably 1 to 2 years of prior relevant work experience in
BFSI sector or Freshers with an inclination to make a career in
the Financial Services Industry.

Personal Characteristics Self-starter and go-getter, Well-spoken and articulate, Good
written communication skills, Smart and Hardworking.
Certification NISM Series-V-A : Mutual Fund Distributors Certification

Examination

To register for the NISM Exam, please login to-
https://certifications.nism.ac.in/nismaol/

CONTACT DETAILS : contacthr@tataamc.com 

https://certifications.nism.ac.in/nismaol/

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