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    TA

    Tata Capital

    Financial Services

    Cluster Head - Wealth - Mumbai - Goregaon (E) - MM

    Mumbai, IndiaOn-SiteFull-timePosted 3w ago
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    Job description

    10281

    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 details are sourced from the employer's original posting.

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    About the company

    Tata Capital

    Tata Capital is a financial services company offering a wide range of solutions including consumer finance, commercial finance, and wealth management.

    View all Tata Capital jobs
    Industry
    Financial Services
    Open roles
    5309

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