The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

PRE-REQUISITES: -

- Team handling experience of at least 6 peoples

- Cluster Managers with prior experience of working in a Broking/Private bank/wealth management set up.

- Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.

- Candidates having good vintage in their present as well as previous companies.

ROLES & RESPONSIBILITIES:

- The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent)

- Maintaining client relationships and generate AUM from preferred clients.

- Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition

- To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

JOB SPECIFICATIONS REQUIRED:

Qualifications:

An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Experience:

Minimum 4-5 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.