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Tata Capital Financial ServicesPosted 1 month ago

Cluster Head - Wealth - Delhi - Videocon Towers - MM

On-siteDelhi, Delhi, India

Full TimeSenior LevelMasters DegreeLargeFinancial Services

Job Summary

Manage portfolio performance analysis and modeling while driving market share growth for the Tata Capital Wealth Management brand in the region. Own and establish the brand presence, recruit and nurture talent, and review team performance to optimize revenues. Address high-net-worth and ultra-high-net-worth clients for investment requirements through exclusive product offerings, assisting them in achieving short-term and long-term goals via proper profiling. Assist in developing marketing plans for acquiring new corporate customers and handle a group of HNI and UHN clients by providing tailored financial products to meet their needs.

Required Qualifications

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

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