Job Description

The Firm Tata Asset Management Ltd.

Company profile / overview

Established in 1994, Tata Asset Management Limited has a track record of

more than 25 years in investment management. Our origin stems from a
much respected and internationally acclaimed industrial house – the Tata
Group – whose business philosophy has made our country and its people
partners in the wealth creation process. TAM is owned by Tata Subsidiary.
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 globally 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.

As one of the leading Indian Investment Managers, we understand that

managing wealth is as important as the creation of it. The core strength of
Tata Asset Management stems not only from its sound systems and
processes, but from the quality of its intellectual capital, which is made up of
the best and brightest minds. At the same time there is a robust risk
management framework with in-built controls and balances. We manage
funds across the entire risk-return continuum. These include equity funds,
hybrid funds and fixed income funds. The company also offers portfolio
management services to high net worth individuals and advisory services to
offshore investors/funds investing into India.

 Core capabilities of 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/ProfSimple
 LinkedIn https://www.linkedin.com/company/tata-asset-
management-ltd
 YouTube https://www.youtube.com/user/TataMutualFundIndia

The Role
Functional Area Sales
Title Management Trainee
Location Delhi, Pune, Nagpur, Chandigarh, Jaipur
Key Working Part of the sales team at the branches
Relationships
Job Summary Key responsibilities will be to meet assigned sales targets, through distributor
engagement and activation. The goal is to enhance Tata Mutual Fund’s
visibility in the marketplace.
Key Responsibilities  Achievement of Gross Sales, Net Sales and SIP targets assigned in
allotted geographic territory across Mutual Funds, PMS and AIF.
 Activate distribution partners and increase productivity in terms of
no. of applications and volume.
 Identify prospective distribution partners (IFAs) and empanel them
for selling the products of the AMC, this should also apply to new
ARNs entering the market every month.
 Engage with the mapped relationships as per coverage plan, to build
strong relationship and recall for the brand.
 Adhere to the defined sales process and reporting requirements.
 Use internal and external data for sharper focus and market
intelligence.
 Read and update knowledge on regular basis to be able to articulate
the fund house views and positioning of the product.
 Liaise with sales-support, investor services and other internal
departments, and to ensure timely and quality response to
distributors for various requirements.
 Responsibilities would also include the day-to-day management of
internal office work/back office and timely MIS.
 Ensures that external communications that go from the sales team is
factually correct and in compliance with internal procedures and
meets all regulatory compliance requirements.
 Represents the company in the allotted area and will strive to ensure
that the company’s image is always upheld and projected in the
appropriate manner.
 Any other Job as assigned by the management from time to time

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

role generate the business.
Experience Preferably 0 to 2 years of prior relevant work experience in BFSI sector.
Qualification MBA in Marketing/ Finance is preferred

Role Specific  Effective networking skill

Competencies   Self-Starter and Ability to work on multiple tasks simultaneously
 Quick learning Ability
 Ability to stay updated with latest information on products
 Strong memory to recall product information
 Ability to gauge the client’s interest and orientation, and to pitch for
suitable products
 Keen interest in markets
 Ability to come up with insightful information during the client
discussion