Cluster Head Bangalore
4 weeks ago
As a Cluster Head in Bangalore, you will be responsible for leading all wealth management activities within the assigned territories/area, ensuring the attainment of revenue and market share goals, establishing the Tata Capital Wealth Management brand, and delivering exceptional services to HNI and ultra HNI clients.
Key Responsibilities:- Client Engagement and Relationship Management:
- Engage with HNI and ultra HNI clients to address their investment requirements through an exclusive product bouquet and superior service delivery.
- Profile customers and provide financial products to meet their needs.
- Directly work 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:
- Develop personalized financial plans considering clients' unique goals, risk tolerance, and preferences.
- Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrices for client presentations.
- Set and achieve cluster-level business targets, including revenue, AUM, and client acquisition goals.
- Management and Leadership:
- Owning and establishing the Tata Capital Wealth Management brand for the area.
- Recruiting, nurturing talent, and reviewing team performance for optimization of revenues.
- Co-owning clients of the team.
About the Company:
Tata Capital Limited is a financial and investment service provider in India. The company is based in Mumbai and has more than 100 branches across the country. The firm offers consumer loans, wealth management, commercial finance, and infrastructure finance among others.
Tata Capital, a subsidiary of Tata Sons Limited, was established in 2007. It is the financial services arm of the USD 108 billion Tata Group. It is a holding company of Tata Capital Financial Services Limited (TCFSL), Tata Securities Limited, and Tata Capital Housing Finance Limited.
The company is registered with the Reserve Bank of India (RBI) as a Systematically Important Deposit Accepting Non-Banking Financial Company. Tata Capital offers services like commercial finance, investment banking, consumer loans, private equity, treasury advisory, and credit cards. It serves corporate, retail, and institutional customers through its wholly owned subsidiary TCFSL.
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