Cluster Head - Wealth Management Sales

Tata Capital Finance Ltd

Patna

Not disclosed

Work from Office

Full Time

Min. 5 years

Job Details

Job Description

Cluster Head - Wealth - Sales - Patna - Parth Ashtha - MM

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management"

• Managing PL of the Region and Building up Market Share
• Owning and Establishing Tata Capital Wealth Management Brand for the regions
• Recruitment, Nurturing talent,Hand Holding
• Reviewing team’s performance for optimisation of revenues
• Co Owning clients of the team
• Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of various Investment products.
• Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
• Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs Clients
• Profiling Customers and provide financial products to meet customer needs 

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

 

Job role

Work location

Patna, Patna - Parth Ashtha, 2nd Floor, Parth Ashtha, Jagdeo Path, Bailey Road, Patna, Patna, Bihar, India

Department

Banking / Insurance / Financial Services

Role / Category

Investment Banking, Private Equity & VC

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 5 years

About company

Name

Tata Capital Finance Ltd

Job posted by Tata Capital Finance Ltd

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