To Develop the strategic plan for Wealth Management to meet business objectives Monitor and analyze performance metrics including manpower productivity and suggest/ implement improvements Direct product development efforts and oversee successful implementation of new products and services tailored for Wealth Management clients Develop distribution model which should be cost effective and helpful in growing business rapidly DSA business expansion Control on cost of acquisition To meet the Business/sales targets for the region on monthly, quarterly and annual basis – Volume(nos.) , MS (%) and Turnover( Rs). To coordinate and ensure the collection Targets on Daily, weekly and monthly basis. Timely FI and disbursement of finance to the customers To do appraisal/ Review of performance of TCFSL’s team in the region. Target achievement Customer satisfaction level Build client relationship internal and external." Supervise Wealth Managers in the growth, acquisition,



and retention of high net worth clients Ensure availability of adequate MIS and reporting tools Attrition control of customers Risk management Implement risk management strategies to ensure compliance with industry regulations, internal policies, and ethical standards. Oversee the identification, assessment, and mitigation of potential risks within the region's wealth management operations. Team Management Lead a team of Cluster Heads and relationship managers providing direction, mentorship, and performance management to drive cohesive regional operations. Foster a collaborative and high-performance team culture, ensuring individual and collective growth and success. Develop a solid team through effective recruitment, training and grooming potential for succession planning of key positions

Requirements

Match candidate experience level Verify technical skills Check location preference Review notice period Verify duplicate submission

Qualifications

Minimum Degree: Postgraduate/ Graduate in any discipline. Minimum Experience – 7-12 years of Experience

📌 Tata capital (Regional Head) (Pune)
🏢 TestHiring
📍 Pune