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Cluster Head - Wealth - Pune - Baner - MM at Tata Capital

Pune, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

18 Jul, 26

Salary

0.0

Posted On

19 Apr, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Business Development, Portfolio Management, Portfolio Performance Analysis, Business Analytics, Financial Analysis, Team Leadership, Talent Acquisition, HNI Client Management, Investment Strategy, Marketing Planning, Financial Product Profiling, Revenue Optimization, Brand Management, Corporate Acquisition

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, nurture, and review team performance while directly managing HNI and ultra-HNI client investment portfolios.