Cluster Head - Wealth

Department Icon Investment Banking, Private Equity & VC
Posted: 3 years ago
7-9 years
Mumbai
Investment Banking, Private Equity & VC
Work From Office
Full Time

Posted: 3 years ago
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Job Description


  • Major Deliverables:
  • ï‚· Managing PL of the Region and Building up Market Share
  • ï‚· Owning and Establishing Tata Capital Wealth Management Brand for the regions
  • ï‚· Recruitment, Nurturing talent, Hand Holding
  • ï‚· Reviewing team's performance for optimization of revenues
  • ï‚· Co Owning clients of the team
  • ï‚· 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 Debt products, Structures, Equities, MFs and Fund based Real
  • Estate products and other Investment products.
  • ï‚· Assisting the development and implementation of marketing plans for acquiring new customers in the
  • corporate space and formulate acquisition initiatives.
  • ï‚· Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs Clients
  • ï‚· Profiling Customers and provide financial products to meet customer needs
  • ï‚· Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer
  • Needs
  • ï‚· To Enhance & Retain customer profitability by capturing larger share of Wallet
  • ï‚· Ensure profitability of the portfolio: Generate high Income per Customer
  • ï‚· Acquire new customers who meet product criteria through cross-referencing

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About Company

Array Management Consultants, established in 2009, is a powerful recruitment & executive search company. Array specializes in understanding the needs

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