Cluster Head

Key Skills

Wealth Manager

Job Description

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

About Hrizen Techno Services

At HriZen we believe talent is an important aspect of any organization, irrespective of the stage of evolution. HriZen truly believes in the true essence of talent advisory and the impact it has on our clients. Our services are focused to bring about transformational change in how talent is perceived, acquired, nurtured and retained.
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