Cluster Head - Wealth Management

Hiring Alert | Cluster Head - Wealth Management

Are you passionate about managing HNI & Ultra-HNI relationships and driving business growth in Wealth Management?

We are hiring for an exciting opportunity with one of India's leading financial services organizations known for delivering innovative investment solutions, personalized wealth advisory services, and exceptional customer experiences across the country.

Location: Mumbai, Bangalore, Chennai, Hyderabad

Role: Cluster Head Wealth Management

Experience: 11-20 Years

Key Responsibilities:

- Manage and grow HNI & Ultra-HNI client portfolios

- Drive AUM growth, revenue, and client acquisition targets

- Lead and mentor Relationship Managers

- Deliver customized wealth and investment solutions

- Drive cross-selling and upselling opportunities

- Monitor portfolio performance and financial planning

- Build strong client relationships and expand market presence

Products Exposure:

- Mutual Funds

- PMS

- AIF

- Insurance

- Bonds

- Structured Products

- Wealth Advisory Solutions

Ideal Candidate:

- Experience in Wealth Management / Private Banking

- Strong HNI/UHNI Client Handling

- Proven AUM & Revenue Achievement

- Team Handling Experience

- Excellent Relationship Management Skills

- Strong Business Development & Leadership Capabilities