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Tata Capital
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Cluster Head - Wealth - Mumbai - Goregaon (E) - MM

Cluster Head - Wealth - Mumbai - Goregaon (E) - MM

Tata Capital

6 - 11 years

14 - 18 Lacs

Mumbai

Posted:1 month ago| Platform:

Apply

Skills Required

business development financial products portfolio portfolio management performance analysis financial analysis hni team management sales branch management marketing sales management relationship management wealth management branch banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a skilled professional with 6 to 11 years of experience to lead our wealth management team in Mumbai. The ideal candidate will have a strong background in business development, portfolio performance analysis, and portfolio management.
Roles and Responsibility

Managing the Profit and Loss (P&L) of the region and building market share.

Establishing and owning the Tata Capital Wealth Management brand for the regions.

Recruiting, nurturing talent, and providing handholding to team members.

Reviewing team performance for revenue optimization.

Co-owning clients and addressing HNI and ultra-HNI investment requirements.

Developing and implementing marketing plans to acquire new corporate customers.

Job

MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred.

Proven experience in wealth management, financial analysis, and portfolio management.

Strong knowledge of financial products and services.

Excellent communication and interpersonal skills.

Ability to work in a fast-paced environment and meet deadlines.

Experience in managing teams and building relationships with high net worth individuals.

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