Cluster Head - Wealth - Mumbai - Goregaon (E) - MM (India)

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 2 days ago
0-4 years
Mumbai City
Stock Market Trading Asset & Wealth Management
work from home
Full Time
Closes 9 Jan 2027

Posted: 2 days ago
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Job Description

  • Cluster Head - Wealth - Mumbai - Goregaon (E) - MM (India)
  • Company: Tata Capital
  • Job Location: Mumbai, Maharashtra, India
  • Employment Type: Full-time
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  • 10281
  • 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 teams 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 .

Skills

Wealth ManagementPortfolio ManagementFinancial AnalystBusiness DevelopmentPortfolio ModelingPortfolio Performance AnalysisInvestment ProductsNurturing TalentRecruitmentBusiness Analytics

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About Company

Tata Capital Limited is a financial and investment service provider in India, part of the prestigious Tata Group. It offers a wide range of financial products and services including consumer loans, wealth management, and business finance solutions. Tata Capital is committed to delivering financial solutions that are tailored to meet the diverse needs of individual and corporate clients. Tata Capital careers provide a plethora of opportunities in various financial sectors, encouraging employees to develop expertise and drive innovation within the finance industry. A career at Tata Capital means being part of an ethical organization that prioritizes integrity, commitment, and customer satisfaction.

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