Hiring Wealth managers // North India
- Unidus Services
- 10 Positions
- Bhubaneswar,
- 2 months ago
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Job Description
Job Description
Position: Wealth Manager/Cluster Head Wealth
Department: Wealth Management / Private Banking
Location:Ranchi/Jharkhand/Kolkata/Guwahati, India
Reporting to: Regional Head / Director Wealth
Experience: 5 12 years
Key Responsibilities
Business Strategy & Growth:
Define and execute the clusters wealth strategy in alignment with Tata Capitals overall business goals.
Identify and penetrate new high-net-worth (HNI) and ultra-high-net-worth (UHNI) client segments.
Drive growth in assets under management (AUM), revenues (fee-based income), cross-selling of financial products (mutual funds, alternative investments, insurance, etc.).
Leadership & Team Management:
Build, mentor, and manage a high-performance team of wealth advisors, relationship managers, sales staff, and support staff.
Set clear performance metrics, conduct regular reviews, and ensure continuous skill development across the team.
Promote a culture of excellence, integrity, client-centricity, and collaboration
Client Relationship Management:
Develop, deepen, and maintain strong relationships with HNI/UHNI clients, key intermediaries, family offices, trustee bodies.
Ensure high standards of advisory quality, personalized servicing, and retention of existing clients.
Oversee client acquisition, onboarding, periodic reviews, and ensuring client satisfaction.
P&L & Financial Performance:
Ownership of cluster P&L budgeting, forecasting, meeting revenue and profitability targets.
Monitor business performance metrics: acquisition cost, client attrition, average revenue per client, cost efficiency, etc.
Ensure efficient utilization of resources to maximize profitability.
Market & Brand Building:
Stay abreast of market trends, product innovations, regulatory changes, and competitive landscape.
Promote Tata Capitals brand and reputation in wealth management via client events, seminars, investment forums, thought leadership.
Collaborate with marketing to localize campaigns and drive client awareness and acquisition.
Stakeholder Management:
Liaise with internal stakeholders (product teams, operations, compliance, risk, legal, technology).
Engage external stakeholders: brokers, product partners, regulatory bodies, industry associations.
Required Qualifications & Skills
Education:
Graduate in Finance, Economics, Business Administration, or related field; preferred MBA / Post Graduate degree.
Interested Candidates Please mail Your resume at hidden_email
Call or WhatsApp at =91-hidden_mobile
Regards
Susmita
Employement Category:
Employement Type: Full timeIndustry: NBFC ( Non Banking Financial Services )Role Category: Sales / BDFunctional Area: Not SpecifiedRole/Responsibilies: Hiring Wealth managers // North IndiaContact Details:
Company: Unidus ServicesLocation(s): Bhubaneswar,
Keyskills: hni client handling business development wealth accumulation b2c sales wealth management
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