Cluster Head - Wealth Management

Cluster Head - Wealth Management (10-20 yrs)

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 teams performance for optimization of revenues.
- Co-Owning clients of the team.
Team size:
- Direct: 1
- Indirect Team Size (Onrolls): 4
Qualifications & Experience:
- Minimum Degree: Postgraduate/ Graduate in any discipline.
- Minimum Experience 7+ years of Experience.
- Location: Bangalore.
Leadership Competencies:
- Ownership
- Passion
- Boundaryless Behaviour
- Meritocracy
- Leadership Effectiveness
- Customer Focus
- Tech Quotient
- Cost Consciousness
- Adaptive
- Innovative
- Collaborative
- Analytical
- Compliance
- Resilient
- Decisive and solution-focused