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Cluster Head - Wealth - Chennai - Centennial Square - MM* CH1*

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  • Posted 3 months ago

Job Description

Job Description

10281

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

More Info

About Company

Tata Asset Management Limited (TAM) is the Investment Manager to Tata Mutual Fund. Our origin stems from a much respected and internationally acclaimed industrial house &#8211&#x3B; the Tata Group &#8211&#x3B; whose business philosophy has made our country and its people partners in the wealth creation process. Our heritage invokes "trust" among consumers, employees, shareholders and the community alike. Though a great heritage is obviously something to cherish, we also seek to carry that legacy through a set of well defined and time tested globally accepted business practices. Being part of the Tata group, we are well known for our strong adherence to highest standards of ethics and fairness in all our business dealings.
TAM manages funds across the entire risk-return continuum. These include equity funds, balanced funds and debt & money market oriented funds. The company provides investment management, risk management and advisory services to institutional, intermediary and individual investors.

Job ID: 125102289