Cluster Manager

Cluster Manager Position - Team Handling Involved

Key Responsibilities :

- Responsible for acquisition of new HNI/UHNI, corporate clients & offering wealth management products, services. Build and Manage relationships that result in successful long term partnerships

- Cross selling the basket of Investment Products to all clients.

- Maintaining and leveraging on the relationship with clients acquired.

- Generating referrals and other such ideas to continuously grow business in terms of revenue, AUM and count of Eligible families.

Key Work Relationships :

- Internal Product Team, Operations team, Respective Product connects in other SBU

- External Clients

Performance Indicators :

- Client Acquisition & Revenue Generation

- Develop Product understanding & Domain knowledge

Experience :

- Essential 5 + years of experience in Wealth Management unit managing acquisition of HNI, UHNI, Corporate Clients. Total experience of at least 7+ years.

- Must be from a broking or banking background.

Other Skills :

- Excellent Communication & Presentation skills.

- Social and Influencing skills. Ability to develop long term relationships.

- Sales & Relationship management experience is necessary and must be demonstrated.

Educational specifications :

- Minimum Qualification MBA or CA or CFA

- Preferred Qualification MBA or CA or CFA

Additional Certification / Trainings (desirable) :

- AMFI Certification Yes