• Regional Head-Wealth

Industry : Banking / Financial Services / Broking
Location : Delhi
Experience Range : 8 - 15 Years
Qualification : Graduate / MBA/PGDM
Not active

Functional: Sales / Business Development / Client Servicing
Job Description
About Us :
IRIS Corporate Solutions Private Limited (IRIS-Corp) partners with you in all your HR operations by providing a platform which takes care of your non-core functions and gives you the time and opportunity to focus on your core business activities. We provide specialized integrated and full life cycle of Human Resources Outsourcing Solutions and Services to our clients and ensure the delivery of profitable propositions for their human capital needs. Our experts have vast experience in problem-solving and IRIS-Corp is all about meeting challenging business goals and objectives. We offer our clients a wealth of talent and a wide range of support quality services. IRIS-Corp possesses strong integration capabilities which are programmed to deliver what is best for your company. We believe in tak
About Company :
Tata Capital Limited is a subsidiary of Tata Sons Limited. The Company is registered with the Reserve Bank of India as a Systemically Important Non Deposit Accepting Core Investment Company and offers through itself and its subsidiaries fund and fee-based financial services to its customers. Tata Capital Financial Services Limited ("TCFSL") is a subsidiary of Tata Capital Limited. The Company is registered with the Reserve Bank of India as a Systemically Important Non Deposit Accepting Non B
Roles and Responsibility :


Business Vertical: Wealth

Department: Wealth

Regional Head




Line of Business:  CFAB

Proposed Immediate Superior: National Sales Head

Grade: M5/M6




Major Deliverables:


?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 Debt products, Structures, Equities, MFs and Fund based Real Estate products and other 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

?Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs

?To Enhance & Retain customer profitability by capturing larger share of Wallet

?Ensure profitability of the portfolio: Generate high Income per Customer

?Acquire new customers who meet product criteria through cross-referencing




Specialized job competencies:

?Business Development, Portfolio Performance Analysis,?Portfolio Modeling,?Portfolio?Management?and Business Analytics,?Financial Analyst, wealth?Management



Educational Qualification: Graduate / MBA/PGDM



Desired Experience:  8-15 years? experience





A+| A| A-