Wealth Cluster Head

The job requires you to lead all wealth management activities in the assigned territories/area, ensuring the achievement of revenue and market share goals, establishing the Tata Capital Wealth Management brand, and delivering exceptional services to HNI and ultra HNI clients. You will be engaged in client interaction and relationship management, market research and analysis, financial planning and reporting, marketing and business development, Portfolio Performance Analysis, Portfolio Management, and Business Analytics. In terms of client engagement and relationship management, you will address HNI and ultra HNI clients for their investment requirements, offer an exclusive product range, and provide superior service delivery to help clients achieve their investment goals. You will also be responsible for profiling customers, offering financial products based on their needs, and working closely with Relationship Managers to support client portfolios and execute wealth management strategies. For market research and analysis, you will conduct detailed research on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. You will direct Relationship Managers to identify cross-selling and upselling opportunities to maximize client value. In the area of financial planning and reporting, you will guide the development of personalized financial plans considering clients" goals, risk tolerance, and preferences. Additionally, you will prepare and deliver accurate financial reports, investment summaries, and performance matrix for client presentations. Your responsibilities will also include setting and achieving cluster-level business targets such as revenue, AUM (Assets Under Management), and client acquisition goals. As a leader, you will be tasked with establishing the Tata Capital Wealth Management brand in the area, recruiting and nurturing talent, reviewing team performance for revenue optimization, and co-owning clients of the team. The direct team size for this role is 1, with an indirect team size of 4 members on rolls. To qualify for this position, you should hold a Postgraduate/Graduate degree in any discipline with a minimum of 5-7 years of experience. The leadership competencies required for this role include Ownership, Passion, Boundaryless Behaviour, Meritocracy, Leadership Effectiveness, Customer Focus, Tech Quotient, Cost Consciousness, Adaptive, Innovative, Collaborative, Analytical, Compliance, Resilient, and being Decisive and solution-focused.,