Job Title: Cluster Manager - Wealth Management

Location: Chennai

Industry Type: B2C Financial Services

CTC Range: Upto 20 - 30 LPA

Number of Vacancies: 8

Employment Type: Full-Time

Reporting To: Senior Management (Direct and Matrix Reporting)

Department: Wealth Management

Function: Sales

Position Overview:

The Cluster Manager will oversee all wealth management operations within the Chennai region. This leadership role involves managing a team of Relationship Managers, building and nurturing client relationships with HNI and Ultra-HNI clients, driving business growth, enhancing portfolio performance, and strengthening the brand's presence in the market. A strong mix of strategic thinking and operational execution is essential.

Key Responsibilities:

- Client Management & Advisory, Engage directly with HNI and Ultra-HNI clients to assess their financial goals.

- Provide tailored investment solutions and ensure a premium service experience.

- Collaborate with Relationship Managers to implement and monitor wealth strategies.

- Drive high levels of customer satisfaction through proactive support and advice.

- Market Intelligence & Product Strategy, Conduct detailed analysis of financial markets, products, and trends.

- Support the team in identifying cross-sell and upsell opportunities.

- Use data insights to enhance client portfolios and advisory effectiveness.

- Financial Planning & Performance Tracking, Guide in designing customized financial plans based on client needs and risk profiles.

- Deliver periodic performance reports and portfolio summaries.

- Achieve business targets for revenue, asset growth, and new client acquisition.

- Team Leadership & Development, Recruit, train, and lead a team of wealth professionals.

- Set performance goals and ensure continuous team development.

- Cultivate a high-performance culture focused on ethics, innovation, and results.

- Represent and establish the brand's wealth management offerings within the assigned geography.

Qualifications & Experience:

- Graduate or Postgraduate in any discipline.

- 5-7 years of relevant experience in wealth management with team leadership exposure.

Core Competencies:

Leadership Attributes:

Accountability and Ownership

Customer Focus

Collaborative Mindset

Analytical and Decisive Thinking

Innovation and Tech Savviness

Resilience and Adaptability

Functional Skills:

Investment and Portfolio Management

Financial Advisory

Compliance and Risk Awareness

Team Coaching and Performance Management

Business Development and Relationship Management

Performance Metrics:

Revenue and AUM growth at the cluster level

Client acquisition and retention

Team effectiveness and target achievement

Customer satisfaction and service quality

Ideal candidates will bring a deep understanding of the wealth management domain, a strong client focus, and a proven ability to lead high-performing teams in a B2C financial services setting.