Cluster Head - Wealth

4 - 6 years

13 - 17 Lacs

mumbai pune delhi / ncr

Posted:None| Platform: Naukri logo

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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 regionsRecruitment, Nurturing talent,Hand HoldingReviewing teams performance for optimisation of revenuesCo Owning clients of the teamAddress 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 ClientsProfiling Customers and provide financial products to meet customer needs

MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certifiedLocation - mumbai,delhi,pune,bangalore,hyderabad,chennai

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Tata Capital logo
Tata Capital

Financial Services

Mumbai Maharashtra

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