Business Development, Portfolio Performance Analysis, Portfolio Modeling,
Portfolio Management and Business Analytics, Financial Analyst, wealth
Management"
• Managing PL of the Region and Building up Market Share
• Owning and Establishing Tata Capital Wealth Management Brand for the regions
• Recruitment, Nurturing talent,Hand Holding
• Reviewing team’s performance for optimisation of revenues
• Co Owning clients of the team
• Address HNI and ultra HNI clients for investment requirements, through
exclusive product bouquet and superior and seamless service delivery to assist
client in achieving his short term and long term investment goals via proper
profiling and offering of various Investment products.
• Assisting the development and implementation of marketing plans for acquiring
recent customers in the corporate space and formulate acquisition initiatives.
• Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs
Clients
• Profiling Customers and provide financial products to meet customer needs
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
📌 Cluster Head (Mumbai)
🏢 Tata Capital
📍 Mumbai
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