Cluster Head :
- Execute business plans for the Wealth Management segment
- Drive the continuous improvement of sales processes constantly making them more customer friendly and efficient.
- Hire and train associates with a focus on offering multi products.
- Drive and monitor sales through the team. Motivating the team through regular frontline contact.
Location : Bangalore/Chennai/Hyderabad
Educational Qualifications
MBA, CFA, CA
Additional Certifications/Trainings (desirable)
NCFM, NISM, IRDA, AMFI
Prior Experience
8 - 12 years experience in Wealth Management or acquisition of Super HNI Clients. Must be from a broking or banking background
Domain Knowledge
Knowledge of Capital Markets
IT Skills
Knowledge of MS Office, Internet etc
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