Cluster Head - Wealth Management - Banking/NBFC

Role Overview:

We are seeking a seasoned and high-impact Cluster Head (Wealth) to spearhead our wealth management operations across key regions in India. In this strategic leadership role, you will be responsible for driving the growth of our AUM, managing high-net-worth client relationships, and overseeing a high-performing team of relationship managers. You will act as the bridge between our investment banking capabilities and our private wealth clients, ensuring that complex financial solutions are delivered with precision. By fostering a culture of excellence and client-centricity, you will directly influence our market share and brand positioning, ensuring that our wealth management vertical remains a leader in the competitive financial services landscape.

Key Responsibilities:

- Lead and mentor a large, geographically dispersed team of relationship managers to achieve aggressive sales targets and revenue goals.

- Cultivate and maintain deep-rooted relationships with HNI and UHNI clients, providing them with bespoke investment strategies and portfolio management services.

- Collaborate with internal investment banking and product teams to curate exclusive investment opportunities that align with the evolving needs of our premium clientele.

- Monitor market trends and economic indicators to provide actionable insights to the team, ensuring that client portfolios are optimized for risk-adjusted returns.

- Drive operational excellence across the cluster by implementing robust sales processes, compliance standards, and performance tracking mechanisms to ensure sustainable business growth.

Required Skillset:

- Proven ability to manage large-scale wealth management operations within the Banking or NBFC sector, demonstrating a track record of scaling business units effectively.

- Exceptional leadership capabilities, with a focus on building, coaching, and retaining high-caliber sales teams in a high-pressure environment.

- Strong expertise in portfolio management and investment banking products, allowing for the delivery of sophisticated financial advice to discerning clients.

- Superior communication and interpersonal skills, essential for navigating complex stakeholder relationships and influencing key decision-makers.

- A strategic mindset combined with a hands-on approach to problem-solving, ensuring the ability to navigate diverse regional markets across India.

- A postgraduate degree in Management or Finance from a premier institute is highly preferred, reflecting a strong academic foundation in financial markets.