Cluster Head - Wealth Vertical

Role Summary

We are seeking a seasoned Cluster Head to lead all wealth management activities within assigned territories. In this role, you will drive revenue and market share goals, build the Tata Capital Wealth Management brand, and deliver exceptional service to High-Net-Worth Individual (HNI) and Ultra-HNI clients.

Key Responsibilities

• Client Engagement & Relationship Management: Address investment requirements for HNI/Ultra HNI clients through an exclusive product portfolio. Tailor financial products to customer profiles and collaborate with Relationship Managers to execute portfolio strategies.
• Market Research & Portfolio Performance: Conduct thorough research on investment products, economic trends, and markets to optimize portfolios. Guide Relationship Managers in identifying cross-selling and upselling opportunities.
• Financial Planning & Business Targets: Develop personalized financial plans considering risk tolerance and goals. Set and achieve cluster-level revenue, Assets Under Management (AUM), and client acquisition targets.
• Leadership & Brand Building: Own and establish the Tata Capital Wealth Management brand across your area. Recruit, mentor, and manage team performance to optimize overall revenue while co-owning key client relationships.

Candidate Requirements

• Education: Graduate degree in any discipline.
• Experience: 8–12 years of core Wealth Management experience (broking background will not be considered).
• Job Stability: Combined tenure in your last two roles must not be less than 5 years.
• Preferred Background: Candidates from top-tier wealth outfits (e.g., Motilal Oswal, Anand Rathi, Nuvama, IIFL, JM Financial) or Private Banking divisions (e.g., HDFC PBG, Axis Burgundy, Kotak Privy, SBI Wealth, ICICI Wealth).

Pay: ₹1,800,000.00 - ₹2,000,000.00 per year

Application Question(s):

• How many years of pure Wealth Management experience do you have? Please mention your current company, previous company, and total years specifically handling HNI/Ultra-HNI clients.
• What was your last year's AUM/revenue target and actual achievement (%)? Also, what was the approximate AUM you personally managed?
• Approximately how many HNI/Ultra-HNI clients have you personally managed, and which investment products have you handled (Mutual Funds, PMS, AIF, Bonds, Structured Products, Insurance, etc.)?
• Please share your employment history for the last 10 years, including company name, joining date, leaving date, and reason for leaving. Do you have any employment gap? If yes, please mention the duration and reason.
• What is your current notice period and earliest possible joining date? Are you currently serving notice, and do you have any offer in hand?

Work Location: In person