Hiring for Wealth Manager - Wealth Management Mumbai, Bengaluru for Exp. 4 - 9 Years at TATA Capital (Job in Mumbai)
(Not Shown) (Please mention IndiaDynamics.com when contacting)
Job Description:Key Requirement for the Position 1. Responsible for the Investments business of the region. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator for all investment products for the region across product categories like FDs, MF, PMS, etc. 4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions. 5. Handle a team of Relationship Managers catering to HNIs. 6. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the region. Job Description: Ensuring achievement of team targets in terms of new customers added, mobilization and revenue. Being the one point contact for the branches for all investment products. Arranging for product trainings and ensuring the flow of relevant information across the branches. Achieve the Targets set in terms of product mix. Acquiring, growing and deepening of large-customer relationships through effective relationship management. Being the coordinator between the central product team and the branch managers. Update & maintain all relevant MIS at the regional level to be reported to the HO.