Business Development
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 recent 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.
We have open positions across Mumbai/Pune/Delhi/Bangalore & Chennai
📌 Regional Head (Bengaluru)
🏢 Tata Capital
📍 Bengaluru
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