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Tata Capital
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Cluster Head - Wealth

Cluster Head - Wealth

Tata Capital

10 - 17 years

17 - 19 Lacs

Pune

Posted:2 months ago| Platform:

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Skills Required

Service delivery Investment products Wealth management IRDA financial products Business analytics Performance analysis Portfolio management HNI client handling Recruitment

Work Mode

Work from Office

Job Type

Full Time

Job Description

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

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Tata Capital

Financial Services

Mumbai Maharashtra

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Cluster Head - Wealth