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Cluster Head - Wealth - Hyderabad - Auto Plaza - MM at Tata Capital

Hyderabad, Telangana, India -

Full Time

Start Date

Immediate

Expiry Date

24 Jul, 26

Salary

0.0

Posted On

25 Apr, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Portfolio Management, Wealth Management, Financial Analysis, Team Leadership, HNI Client Management, UHNIs Client Management, Market Share Growth, Revenue Optimization, Investment Product Knowledge, Client Profiling, Marketing Strategy, Talent Recruitment, Business Analytics, Portfolio Modeling

Industry

Financial Services

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

Responsibilities

The Cluster Head is responsible for managing regional P&L, building market share, and establishing the Tata Capital Wealth Management brand. They will lead a team to acquire and manage HNI and UHNI clients while ensuring superior service delivery and revenue optimization.