Cluster Head- Wealth

Role Cluster Head (Sales)

Experience 10 15 Years

Mode WFO 5 days

Location Pan India

Responsibilities:

Key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans defining sales goals and ensuring that procedures and policies are adhered to.

The role includes:

• To Build Assets Under Management (AUM) through various Investment products
• Generate revenue for the firm.
• Build a SIP book.
• Customer Acquisition of a Minimum of 50 Lakhs ticket size & above investable surplus
• Cash Flow analysis & and Portfolio Services
• Execution of transactions post Cash Flow analysis on a periodic basis
• Manage Private Wealth PMS and AIF fundrelated queries.
• Ensure delivery of various MIS reports as per requirements
• To develop shortterm and longterm sales strategies for the Wealth business in line with the overall strategic goals of the organization
• Ensure discipline of asset allocation
• Achieve a balance of revenue streams by selling MF PMS AIF MLD Unlisted Stocks and other Investment avenues to build a steady annuity.
• To drive strong client servicing and engagement parameters enhance market credibility and deliver a superior value proposition.
• Continuous learning to be better equipped than our competitors.
• To closely observe evaluate and monitor the client positions & portfolio allocations.
• To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize missselling instances.
• To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth

Skills:

• Strong understanding of investment and Wealth products
• Excellent marketing and business development skills
• Detailed understanding of the financial needs of all types of customers
• Ability to manage client expectations and meet tight deadlines.
• Impeccable communication and interpersonal skills are required as is listening and understanding a client s requirements.

About Company

ata Capital Limited is a financial and investment service provider in India. The company is based in Mumbai and has more than 100 branches across the country. The firm offers consumer loans wealth management commercial finance and infrastructure finance among others.

Tata Capital a subsidiary of Tata Sons Limited was established in the year 2007. It is the financial services arm of the USD 108 billion Tata Group. It is a holding company of Tata Capital Financial Services Limited (TCFSL) Tata Securities Limited and Tata Capital Housing Finance Limited.

The company is registered with the Reserve Bank of India (RBI) as a Systematically Important Deposit Accepting NonBanking Financial Company. Tata Capital offers services like commercial finance investment banking consumer loans private equity treasury advisory and credit cards. It serves corporate retail and institutional customers through its wholly owned subsidiary TCFSL.

Website

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