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