Hiring Wealth managers // North India

Job Description

Position: Wealth Manager/Cluster Head Wealth
Department: Wealth Management / Private BankingLocation:Ranchi/Jharkhand/Kolkata/Guwahati, IndiaReporting to: Regional Head / Director WealthExperience: 5 12 years

Key Responsibilities

Business Strategy & Growth:

Define and execute the clusters wealth strategy in alignment with Tata Capitals overall business goals.

Identify and penetrate new high-net-worth (HNI) and ultra-high-net-worth (UHNI) client segments.

Drive growth in assets under management (AUM), revenues (fee-based income), cross-selling of financial products (mutual funds, alternative investments, insurance, etc.).

Leadership & Team Management:

Build, mentor, and manage a high-performance team of wealth advisors, relationship managers, sales staff, and support staff.

Set clear performance metrics, conduct regular reviews, and ensure continuous skill development across the team.

Promote a culture of excellence, integrity, client-centricity, and collaboration

Client Relationship Management:

Develop, deepen, and maintain strong relationships with HNI/UHNI clients, key intermediaries, family offices, trustee bodies.

Ensure high standards of advisory quality, personalized servicing, and retention of existing clients.

Oversee client acquisition, onboarding, periodic reviews, and ensuring client satisfaction.

P&L & Financial Performance:

Ownership of cluster P&L budgeting, forecasting, meeting revenue and profitability targets.

Monitor business performance metrics: acquisition cost, client attrition, average revenue per client, cost efficiency, etc.

Ensure efficient utilization of resources to maximize profitability.

Market & Brand Building:

Stay abreast of market trends, product innovations, regulatory changes, and competitive landscape.

Promote Tata Capitals brand and reputation in wealth management via client events, seminars, investment forums, thought leadership.

Collaborate with marketing to localize campaigns and drive client awareness and acquisition.

Stakeholder Management:

Liaise with internal stakeholders (product teams, operations, compliance, risk, legal, technology).

Engage external stakeholders: brokers, product partners, regulatory bodies, industry associations.

Required Qualifications & Skills

Education:

Graduate in Finance, Economics, Business Administration, or related field; preferred MBA / Post Graduate degree.

Interested Candidates Please mail Your resume at unidus.susmita@gmail.com

Call or WhatsApp at =91-9702442943

Regards 

Susmita