Company: Tata Capital
Role: Cluster Head – Wealth Vertical
Employment Type: Full-Time | On-Site
Experience: 8–12 Years in Wealth Management
CTC: ₹18–22 LPA
Locations: New Delhi, Ahmedabad, Bengaluru, Chennai, Guwahati, Hyderabad, Jaipur, Kolkata, Mumbai, Pune
Openings: 1

About the Role

Tata Capital is looking for an experienced Cluster Head – Wealth Management to lead wealth management activities across the assigned territory. The role will focus on managing HNI and Ultra-HNI relationships, driving business growth, strengthening the Tata Capital Wealth Management brand, and achieving cluster-level revenue and AUM targets.

The ideal candidate should have strong experience in wealth management, investment products, client relationship management, portfolio management, and team/relationship-manager leadership.

Key ResponsibilitiesHNI & Ultra-HNI Relationship Management

- Manage and strengthen relationships with HNI and Ultra-HNI clients.
- Understand client financial goals, risk profiles, and investment requirements.
- Recommend suitable investment and wealth management products.
- Deliver a high-quality and seamless client experience.

Business Development & Growth

- Drive cluster-level revenue, AUM, client acquisition, cross-selling, and upselling targets.
- Identify new business opportunities and expand the wealth client base.
- Work closely with Relationship Managers to maximize business opportunities.
- Support the growth and establishment of the Tata Capital Wealth Management brand in the assigned territory.

Investment & Market Analysis

- Research and analyze investment products, financial markets, and economic trends.
- Use market insights to support investment decisions and enhance client portfolios.
- Stay updated on various wealth and investment products available in the market.

Portfolio & Financial Planning

- Guide clients in developing personalized financial plans based on their goals, risk tolerance, and preferences.
- Monitor portfolio performance and provide relevant investment insights.
- Prepare and present investment summaries, financial reports, and portfolio performance metrics.





Leadership & Relationship Manager Management

- Guide and direct Relationship Managers in managing client portfolios.
- Identify opportunities for cross-selling and upselling.
- Drive business performance and ensure achievement of cluster objectives.

Mandatory Requirements

- 8–12 years of relevant Wealth Management experience.
- Strong experience handling HNI and Ultra-HNI clients.
- Experience in wealth management, investment products, portfolio management, and financial planning.
- Proven experience in achieving revenue, AUM, client acquisition, and business targets.
- Strong understanding of financial markets and investment products.
- Strong client relationship and business development skills.
- Candidates from Wealth Management or relevant Banking Wealth divisions are preferred.
- Any Graduate qualification.
- Candidates should ideally have stability in their recent employment history.

Important Screening Criteria

- This is a Wealth Management role, not a broking role.
- Candidates must have 8–12 years of relevant Wealth experience.
- Candidates with frequent job changes may not be considered; the last two jobs combined should ideally account for at least 5 years.
- Notice Period: Immediate to 25 days preferred.
- Maximum acceptable experience: Approximately 14 years.
- Maximum acceptable hike: 35%, unless the candidate has an offer in hand.

Preferred Candidate Background

Candidates from leading Wealth Management and Banking Wealth organizations such as:

Wealth Management:
Motilal Oswal Financial Services, Anand Rathi, Nuvama Wealth, Bajaj Capital – La Premiere, Fisdom Private Wealth, JM Financial, IIFL Financial.

Banking Wealth:
HDFC PBG, IndusInd Pioneer Partners, Axis Burgundy,



Kotak Privy, SBI Wealth, BOB Wealth, YES First / YES Private, IDFC First Wealth, ICICI Securities / ICICI Wealth, Equirus Wealth, Standard Chartered, DBS Bank, Federal Bank Wealth, RBL Insignia and similar organizations.

Key Skills

- Wealth Management
- HNI & Ultra-HNI Relationship Management
- Investment Products
- Portfolio Management
- Financial Planning
- AUM Management
- Revenue & Business Development
- Client Acquisition
- Cross-Selling & Upselling
- Financial Market Analysis
- Relationship Manager Management
- Investment Advisory
- Client Portfolio Analysis

Why Join Tata Capital?

Join Tata Capital, part of the trusted Tata Group, and build your career in a high-impact wealth management leadership role. You will have the opportunity to work with HNI and Ultra-HNI clients, drive business growth, and contribute to building the Tata Capital Wealth Management franchise across your assigned territory.

Apply Now if you have robust Wealth Management experience and a proven track record of managing HNI/Ultra-HNI relationships and driving AUM and revenue growth.

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

📌 Cluster Head - Wealth Vertical (India)
🏢 Tasknera HR Solution
📍 India