Senior Wealth Management Leader

4 weeks ago


Hyderabad, Telangana, India ConsultBae India Private limited Full time
Job Description

Job Title: Cluster Head Hyderabad

Company: ConsultBae India Private Limited

Job Summary:

We are seeking a highly skilled and experienced Cluster Head to lead our wealth management activities in Hyderabad. The successful candidate will be responsible for driving revenue growth, establishing a strong brand presence, and delivering exceptional services to high net worth individuals and ultra high net worth clients.

Key Responsibilities:

Client Engagement and Relationship Management:

  • Develop and maintain strong relationships with HNI and ultra HNI clients to understand their investment requirements and provide tailored solutions.
  • Collaborate 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.
  • Identify cross-selling and upselling opportunities for Relationship Managers.

Financial Planning and Reporting:

  • Develop personalized financial plans for clients, taking into account their 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:

  • Establish and maintain a strong brand presence for Tata Capital Wealth Management in the Hyderabad region.
  • Recruit, nurture, and develop talent to optimize revenue growth.
  • Co-own clients with Relationship Managers.

About Us:

ConsultBae India Private Limited is a leading financial and investment service provider in India. We offer a range of services, including consumer loans, wealth management, commercial finance, and infrastructure finance. Our team is dedicated to delivering exceptional services to our clients and driving growth in the financial services sector.



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