Strategic Cluster Head

3 weeks ago


Bengaluru, Karnataka, India ConsultBae India Private limited Full time

Job Title: Cluster Head Bangalore


Job Summary: We are seeking a highly motivated and experienced Cluster Head to lead our wealth management activities in Bangalore. The successful candidate will be responsible for leading a team of Relationship Managers to achieve 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:

    • Address HNI and ultra HNI clients for investment requirements through an exclusive product bouquet and superior and seamless service delivery.
    • Profiling customers and providing financial products to meet customer 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 up-selling 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 matrices for client presentations.
    • Set and achieve cluster-level business targets, including revenue, AUM (Assets Under Management), and client acquisition goals.



About Tata Capital: 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 is a subsidiary of Tata Sons Limited and was established in 2007. It is the financial services arm of the USD 108 billion Tata Group. The company is registered with the Reserve Bank of India (RBI) as a Systemically 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, Tata Capital Financial Services Limited (TCFSL).


The company requires a highly skilled and experienced professional to lead its wealth management activities in Bangalore. The successful candidate will be responsible for leading a team of Relationship Managers to achieve revenue and market share goals, establishing the Tata Capital Wealth Management brand, and delivering exceptional services to HNI and ultra HNI clients.



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