Cluster Head – Wealth Management HriZen

The Corporate Institute; Bengaluru; On-site; INR 4,500,000 - 7,500,000; Full time

Job summary

The Corporate Institute seeks a Cluster Head - Wealth Management in Bengaluru to lead client engagement, wealth advisory, and revenue growth for the cluster.

Ideal candidate has 7+ years in wealth management and holds a postgraduate/graduate degree, with proven leadership to build a high-performing team and scale client solutions.

Qualifications

• Postgraduate or graduate degree required.
• Minimum 7+ years of experience in wealth management or related field.

Responsibilities

• Address HNI and ultra HNI clients for investment requirements and provide seamless service delivery.
• Profile customers and offer financial products to meet needs.
• Direct closely with Relationship Managers to support client portfolios and wealth strategies.
• Conduct market research on investment products, markets and trends to inform decisions.
• Develop personalized financial plans considering client goals, risk tolerance, and preferences.
• Prepare and deliver financial reports, investment summaries, and performance matrices for clients.
• Set and achieve cluster-level targets for revenue, AUM, and client acquisition.
• Own and establish Tata Capital Wealth Management brand for the area.
• Recruit and nurture talent; review team performance to optimize revenues.

Skills

Client engagement

Relationship management

Team leadership

Analytics

Education

Postgraduate/Graduate degree

Job description

Cluster Head - Wealth Management (10-20 yrs)

Main accountabilities:

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 teams performance for optimization of revenues.
• Co-Owning clients of the team.

Team size:

• Direct: 1
• Indirect Team Size (Onrolls): 4

Qualifications & Experience:

• Minimum Degree: Postgraduate/ Graduate in any discipline.
• Minimum Experience 7+ years of Experience.
• Location: Bangalore.

Leadership Competencies:

• Ownership
• Passion
• Boundaryless Behaviour
• Meritocracy
• Leadership Effectiveness
• Customer Focus
• Tech Quotient
• Cost Consciousness
• Adaptive
• Innovative
• Collaborative
• Analytical
• Compliance
• Resilient
• Decisive and solution-focused