Senior Wealth Management Leader
4 weeks ago
Job Summary:
We are seeking a highly skilled and experienced Cluster Head to lead our wealth management activities in Chennai. The successful candidate will be responsible for driving revenue growth, establishing the Tata Capital Wealth Management brand, and delivering exceptional services to high net worth individuals and ultra high net worth clients.
Key Responsibilities:- Client Engagement and Relationship Management:
- Address high net worth and ultra high net worth clients for investment requirements through an exclusive product bouquet and superior service delivery.
- Profiling customers and providing financial products to meet customer needs.
- Directly working with Relationship Managers to support client portfolios and execute wealth management strategies.
- Market Research and Analysis:
- Conducting thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios.
- Directing Relationship Managers to identify cross-selling and upselling opportunities.
- Financial Planning and Reporting:
- Guiding in developing personalized financial plans taking into consideration clients' unique goals, risk tolerance, and preferences.
- Preparing and delivering accurate and insightful financial reports, investment summaries, and performance matrices for client presentations.
- Setting and achieving 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 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.
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