haring the Job description for a role with us for Cluster Head, Tata Capital , Bangalore ,Hyderabad ,Mumbai
About the company:
Tata Capital Limited is a subsidiary of Tata Sons Limited. The Company is registered with the Reserve Bank of India as a Core Investment Company and offers through itself and its subsidiaries fund and fee-based financial services to its customers, under the Tata Capital brand. As a trusted and customer-centric, one-stop financial services provider, Tata Capital caters to the diverse needs of retail, corporate and institutional customers, across various areas of business namely the Commercial Finance, Infrastructure Finance, Cleantech Finance, Wealth Management, Consumer Loans and distribution and marketing of Tata Cards. Tata Capital has over 500+ branches spanning all critical markets in India.
Website
Industry
Financial Services
Company size
5,001-10,000 employees
Headquarters
Mumbai, Maharashtra
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 cl
Experience
5 - 10 Years
No. of Openings
10
Education
B.Arch, B.C.A, B.B.A, B.Com
Role
Cluster Head
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
Bangalore