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Cluster Head - Wealth - Wealth - Sales - Bhubaneshwar - A.P. Tower - MM

Date Posted: Sep 28, 2026
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Job Detail

  • location_on
    Location Bhubaneswar, Odisha, India
  • desktop_windows
    Job Type: Full Time/Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Nov 14, 2026
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Job Description

10281

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 new 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

 

Source: Tata Capital careers — Read the original posting and apply

This role is listed by the employer on its own careers site. Kaam Ki Khoj does not process applications for it.

Company Overview

Tata Capital
Tata Capital · Mumbai, Maharashtra, India
800 open roles

Tata Capital is an employer in the Banking/Financial Services/Broking sector with operations in India. This is a directory listing maintained by Kaam Ki Khoj so that candidates can find the organisation; it is not an official company page and Kaam Ki... Read More

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