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