Cluster Head Bangalore

• 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 shortterm and longterm 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.

• Conduct thorough research and analysis on investment products financial markets and economic trends to inform decisionmaking and enhance client portfolios.
• Direct Relationship Managers to identify crossselling and upselling opportunities.

• 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 clusterlevel business targets including revenue AUM (Assets Under Management) and client acquisition goals.

• Owning and Establishing Tata Capital Wealth Management Brand for the area.
• Recruitment nurturing talent reviewing team s performance for optimization of revenues.
• CoOwning clients of the team.

financial analysis,risk policies,investment trends analysis,communication,market credibility,revenue generation,sip,sales,mis reporting,private wealth,market analysis,investment products,portfolio services,aif fund management,market research,wealth products understanding,risk management,wealth products,market credibility enhancement,corporate sales,customer acquisition,talent nurturing,client management,relationship management,financial markets,pms,financial analyst,leadership,marketing skills,client acquisition,wealth management knowledge,interpersonal skills,listening skills,financial advisory,business development skills,recruitment,communication skills,financial services knowledge,company knowledge,portfolio performance analysis,private wealth management,business development,business analytics,asset management,portfolio management,reporting,marketing,financial planning,asset allocation,product expertise,aif,sip book,wealth,mf,wealth management,risk policies adherence,financial expertise,client servicing,client engagement,team performance review,sales strategies,financial needs understanding