Cluster Head - Wealth Management

Job Purpose : - The purpose of the job is to lead all wealth management activities within the assigned territories/area, ensuring the attainment of revenue and market share goals, the establishment of the Tata Capital Wealth Management brand, and the delivery of exceptional services to HNI and ultra HNI clients. - The role involves client engagement and relationship management, market research and analysis, financial planning and reporting, marketing and business development, Portfolio Performance Analysis, Portfolio Management and Business Analytics. 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 team's performance for optimization of revenues. - Co-Owning clients of the team. Team size : Direct :1 Indirect Team Size (Onroll) : 4 Qualifications & Experience : - Minimum Degree: Postgraduate/ Graduate in any discipline. - Minimum Experience - 8-10years of Experience