Cluster Head - Wealth Management

Job Purpose :
- The purpose of the job is to lead all wealth management activities within the assigned territories/area, ensuring the attainment of revenue and market share goals, the establishment of the Tata Capital Wealth Management brand, and the delivery of exceptional services to HNI and ultra HNI clients.
- The role involves client engagement and relationship management, market research and analysis, financial planning and reporting, marketing and business development, Portfolio Performance Analysis, Portfolio Management and Business Analytics.
Main accountabilities :
Client Engagement and Relationship Management :
- Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless
service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products.
- Profiling Customers and provide financial products to meet customer needs.

- Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies.
Market Research and Analysis :
- Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios.
- Direct Relationship Managers to identify cross-selling and upselling opportunities.
Financial Planning and Reporting :
- Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences.
- Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations.
- Set and achieve cluster-level business targets, including revenue, AUM (Assets Under Management), and client acquisition goals.
Management and Leadership :
- Owning and Establishing Tata Capital Wealth Management Brand for the area.
- Recruitment, nurturing talent, reviewing team's performance for optimization of revenues.
- Co-Owning clients of the team.
Team size :
Direct :1
Indirect Team Size (Onroll) : 4
Qualifications & Experience :
- Minimum Degree: Postgraduate/ Graduate in any discipline.
- Minimum Experience - 8-10years of Experience