Cluster Head - Wealth

Tata Capital

Navi Mumbai, Mumbai City, Mumbai

10-15 Years

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Posted 12 days ago
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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 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

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Indian

About Company

Tata Capital

Tata Capital Limited ("TCL"), the flagship financial services company of the Tata Group, is a subsidiary of Tata Sons Private Limited and is registered with the Reserve Bank of India as a Systemically Important Non-Deposit Accepting Core Investment Company ("CIC"). Tata Capital and its subsidiaries are engaged in providing/supplying a wide array of services/products in the financial services sector and operates across various areas of business: Commercial Finance, Consumer Loans, Wealth Services and distribution and marketing of Tata Cards.

Job ID: 111853487

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