Cluster Manager - Investment Product Channel

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.