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Cluster Head - Wealth - Mumbai - Lower Parel - MM

Cluster Head - Wealth - Mumbai - Lower Parel - MM

Tata Capital

10 - 12 years

14 - 18 Lacs

Mumbai

Posted:2 days ago| Platform:

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Skills Required

business development financial products portfolio portfolio management performance analysis hni team handling sales branch management marketing sales management branch operations 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 10 to 12 years of experience to lead our wealth management team in Mumbai, Lower Parel. 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.
Owning and establishing 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 financial planning, budgeting, and forecasting.
Strong knowledge of financial products, including investments, wealth management, and portfolio management.
Excellent communication and interpersonal skills.
Ability to work in a fast-paced environment and meet deadlines.
Strong analytical and problem-solving skills.

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Tata Capital

Financial Services

Mumbai Maharashtra

5001-10000 Employees

3754 Jobs

Key People

Rajesh Sethi

Managing Director & CEO
Supratim Bandyopadhyay

Chief Financial Officer
Ravi K. S. R.

Chief Technology Officer

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Cluster Head - Wealth - Mumbai - Lower Parel - MM