Cluster Head

LogFix SCM Solutions Pvt Ltd

Mumbai

On-site

INR 1,500,000 - 2,100,000

Full time

31 hours ago

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Job summary

LogFix SCM Solutions Pvt Ltd in Mumbai seeks a Cluster Head to lead wealth management activities and drive revenue, AUM, and client acquisition across the cluster.

Responsibilities include client engagement with HNI clients, market research, financial planning, and collaboration with Relationship Managers to optimize portfolios and deliver exceptional service.

Qualifications

Minimum Degree: Postgraduate/ Graduate in any discipline.

Responsibilities

Lead wealth management activities for HNI and ultra HNI clients with exclusive product bouquet.
Engage clients, profile needs and deliver tailored investment solutions.
Collaborate with Relationship Managers to manage client portfolios.
Conduct market research on investments, markets and trends to inform decisions.
Develop personalized financial plans and present investment summaries and performance metrics.
Set cluster targets for revenue, AUM and client acquisition.
Build and establish the Tata Capital Wealth Management brand in the area.
Recruit and nurture talent within the team.

Skills

Ownership

Leadership

Customer Focus

Analytical

Adaptability

Collaborative

Cost Consciousness

Innovative

Team Leadership

Education

Postgraduate/ Graduate in any discipline

Job description

Job Description - Cluster Head

Position: Cluster Head

Position Grade: M4

Location: Mumbai

Employment Type: Full Time

Minimum Experience - 5-7 years of Experience

Job Purpose

The purpose of the job is to lead all wealth management activities within the assigned territories/area, ensuring the attainment of revenue and market share goals, the establishment of the Tata Capital Wealth Management brand, and the delivery of exceptional services to HNI and ultra HNI clients. The role involves client engagement and relationship management, market research and analysis, financial planning and reporting, marketing and business development, Portfolio Performance Analysis, Portfolio Management and Business Analytics.

Client Engagement and Relationship Management:

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 short-term and long-term 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.

Market Research and Analysis:

Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios.
Direct Relationship Managers to identify cross-selling and upselling opportunities.

Financial Planning and Reporting

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 cluster-level business targets, including revenue, AUM (Assets Under Management), and client acquisition goals.

Management and Leadership:

Owning and Establishing Tata Capital Wealth Management Brand for the area.
Recruitment, nurturing talent, reviewing team's performance for optimization of revenues.
Co-Owning of the team.

Qualifications & Experience