Company: Tata Capital
Role: Cluster Head – Wealth Vertical
Employment Type: Full time | In office
Experience: 8–12 Years in Wealth Management
CTC: ₹18–22 LPA
Locations: Current 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

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