Wealth Cluster Head- Tata Capital, Chennai HriZen Techno Services Pvt. Ltd.

6.0 - 10.0 years

0 Lacs

chennai, tamil nadu

On-site

The purpose of this job is to build and nurture strong, long-lasting relationships with high-net-worth clients by providing expert financial advice and personalized wealth management solutions. You will need a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. In addition to client acquisition and relationship management, you will be responsible for business development, portfolio performance analysis, portfolio modeling, portfolio management, business analytics, financial analysis, and wealth management. You will address HNI clients for their investment requirements by offering a range of financial products such as debt products, equities, mutual funds, real estate products, and other investment options. Your role will involve acquiring and managing a group of HNI clients, profiling customers, cross-selling to mapped broking clients, and enhancing customer profitability. You will actively network, seek referrals to expand the client base, and contribute to business growth targets. In terms of marketing and business development, you will assist in developing and implementing marketing plans to acquire new customers in the corporate space. You will work on acquiring B2C clientele, building a portfolio, and executing successful micro-events for client acquisition. Collaboration with internal teams including research, investment, and compliance will be essential to deliver accurate and compliant investment solutions to clients. To ensure the profitability of the portfolio, you will generate high income per customer and stay abreast of industry trends, economic developments, and regulatory changes that could impact clients" financial positions. The qualifications required for this role include a postgraduate or graduate degree in any discipline and a minimum of 6-8 years of experience. The leadership competencies valued for this position include ownership, speed, passion, boundaryless behavior, meritocracy, customer focus, tech quotient, cost consciousness, adaptiveness, empathy, collaboration, analytical skills, compliance, and resilience.,

Posted 4 days ago

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.