TA

Cluster Head - Wealth

Navi Mumbai ₹10-15 LPA Posted 8 May 2025

FULL TIME

Business Analytics

Service Delivery

Portfolio Management

Wealth Management

Financial Products

+1 more

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management'
Managing PL of the Region and Building up Market Share
Owning and Establishing Tata Capital Wealth Management Brand for the regions
Recruitment, Nurturing talent, Hand Holding
Reviewing team s performance for optimisation of revenues
Co Owning clients of the team
Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of various Investment products.
Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs Clients
Profiling Customers and provide financial products to meet customer needs
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified