Tata Capital Financial Services logo
Tata Capital Financial ServicesPosted 1 month ago
EXPIRED

Cluster Head - Wealth - Chennai - Centennial Square - MM* CH1*

On-siteChennai, Tamil Nadu, India

Full TimeSenior LevelMasters DegreeLargeFinancial Services

Job Summary

Manage Portfolio of the Region and build market share by owning and establishing the Tata Capital Wealth Management brand. Address HNI and ultra HNI clients for investment requirements through exclusive product bouquets, providing superior service delivery to assist clients in achieving short and long-term goals via proper profiling. Review team performance for revenue optimization, recruit and nurture talent while co-owning client portfolios. Assist in developing marketing plans for acquiring new corporate customers and handle acquisition initiatives. Profile customers to provide financial products meeting specific needs.

Required Qualifications

  • MBA/PGDBA/PGPM or Equivalent
  • AMFI certified
  • NISM certified
  • IRDA certified

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