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Cluster Head - Wealth - Sales - Patna - Parth Ashtha - MM at Tata Capital

Patna, Bihar, India -

Full Time

Start Date

Immediate

Expiry Date

18 Jun, 26

Salary

0.0

Posted On

20 Mar, 26

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 Analysis, Wealth Management, Profit and Loss Management, Market Share Building, Brand Establishment, Talent Recruitment, Team Performance Review, HNI Client Management, UHNIs Client Acquisition, Customer Profiling, Investment Product Offering

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

This role involves managing the region's Profit and Loss, establishing the wealth management brand, and leading talent recruitment and performance optimization. The Cluster Head will also be responsible for profiling and addressing the investment requirements of HNI and ultra HNI clients.