ProgramsTata Asset Management Ltd in collaboration with ITM - Edutech Training Pvt. Ltd
Tata Asset Management Ltd is a well-respected asset management company in business since the last 23 years and has strong pan-India retail oriented presence, with own branches across more than 70 locations. Tata Asset Management Limited is the Investment Manager to Tata Mutual Fund. Being part of the Tata group, it is known for its adherence to highest standards of ethics and fairness in all its business dealings. The company provides investment management, risk management and advisory services to institutional, intermediary and individual investors.
Tata Asset Management Ltd in collaboration with ITM - Edutech Training Pvt. Ltd, offers Certification in Mutual Fund Advisory. The program has been designed to attract bright young graduates who want to build a career in Banking Industry. The Program curriculum has been conceived, designed and developed by TATA-Mutual Funds to groom, craft and nurture fresh talents
Program Description
The Program focuses on balanced approach of providing Inputs of relevant knowledge, developing skills and shaping required behaviours. Certification In Mutual Fund Advisory is an initiative taken by ITM Skills Academy in association with Tata Asset Management Limited (TAML) to nurture fresh talent. The program emphasis on imparting domain expertise and skill set in the field mutual fund sales.
Program Features
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Certification In Mutual Fund Advisory |
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Designation: Trainee |
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3 months Program (1 month classroom training + 2 months blended training) |
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Stipend of Rs.8,000/- per month for 3 months. |
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After successful completion of the training program, candidate will be absorbed by company as a Trainee with a fixed annual CTC of Rs. 2,40,000/- |
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On Payroll of TATA Asset Management Ltd |
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Job Location: PAN India |
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Job Location: PAN India |
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Training Academy: Mumbai, Vadodara, Bangalore, Noida |
Eligibility
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Indian Nationals. |
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Age: 20 to 26 years |
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Graduate from any stream with aggregate 60% and above. |
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Experience : 0-3 years |
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NISM certification will be an added advantage |
Duration:
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1 month Classroom training at ITM Campus. |
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2 months blended training comprising 3 days classroom training in ITM + 3 days On the Job training. |
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ITM Screening Process |
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HR Interview of Shortlisted Candidates by TAML |
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Business Interview of Shortlisted Candidates by TAML |
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Final Selection |
Roles & Responsibilities
Retail Sales
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To meet & build relationship with Distributors/Investors |
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Provide prompt courteous and excellent service to all customers i.e (IFAs, NDs & Banks) and operate in accordance with the company’s code of conduct. |
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Provide Market/Product updates to Distributors/Investors |
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Responsible for meeting or exceeding the sales volume through the channels by continuous engagement with channel partners. |
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Implement distribution strategies for the channel. |
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Empanel distribution partners and manage relationships with them. |
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Conduct regular distributor engagement activities like morning / evening huddles and product / sales trainings. |
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Provide regular market feedback on competition and distributor activities. |
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Adherence to TCoC (Tata Code of Conduct) |
Institutional Sales
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Focus on new customer acquisition, relationship development with institutional distributors and increase AUM from these corporate relationships |
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Responsible for promoting and obtaining sales from institutional investors, high net worth individuals and Trusts. |
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Maintain a database as well as a relationship model, which covers periodic follow-ups as well as incremental share of wallet from the investor |
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Gather market intelligence for the product development process. |
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Ensure all compliance parameters – internal and external are met with. |
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Adherence to TCoC (Tata Code of Conduct) |