Experience : 8 to 12 years
Key ResponsibilitiesClient 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.
Must Have Skills
Not broking.
Last 2 jobs should not be less than 5 years (Put together).
8-12 years of Wealth Experience.
Good to Have Skills
- 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.
- 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
Pay: ₹1,800,000.00 - ₹2,200,000.00 per year
Work Location: In person
