Cluster Head - Wealth Management

Cluster Head - Wealth Management (10-20 yrs)

Main accountabilities:

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 to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various investment products.

- Profiling Customers and provide financial products to meet customer needs.

- Direct closely 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 upselling 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 matrix for client presentations.

- Set and achieve cluster-level business targets, including revenue, AUM (Assets Under Management), and client acquisition goals.

Management and Leadership:

- Owning and Establishing Tata Capital Wealth Management Brand for the area.

- Recruitment, nurturing talent, reviewing teams performance for optimization of revenues.

- Co-Owning clients of the team.

Team size:

- Direct: 1

- Indirect Team Size (Onrolls): 4

Qualifications & Experience:

- Minimum Degree: Postgraduate/ Graduate in any discipline.

- Minimum Experience 7+ years of Experience.

- Location: Bangalore.

Leadership Competencies:

- Ownership

- Passion

- Boundaryless Behaviour

- Meritocracy

- Leadership Effectiveness

- Customer Focus

- Tech Quotient

- Cost Consciousness

- Adaptive

- Innovative

- Collaborative

- Analytical

- Compliance

- Resilient

- Decisive and solution-focused