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Cluster Head - Wealth - Baroda - Pancham Highstreet - MM at Tata Capital

, , India -

Full Time

Start Date

Immediate

Expiry Date

22 Mar, 26

Salary

0.0

Posted On

22 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management, Business Analytics, Financial Analyst, Wealth Management, Recruitment, Talent Nurturing, Client Management, Investment Products, Marketing Plans, Customer Acquisition, Customer Profiling, HNI Client Handling, UHNIs Client Handling

Industry

Financial Services

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

Responsibilities

The role involves managing the profit and loss of the region while building market share and establishing the Tata Capital Wealth Management brand. It also includes addressing HNI and ultra HNI clients' investment requirements and optimizing team performance.