About the opportunity
Job Overview
<p>Responsible for the complete Wealth business of the State. manager with the team of Cluster Head's and their RM's. Responsible for portfolio management, wealth allocation, service & Compliance.</p> <p>1) The Cluster Head will be responsible for handling team thereby helping and coordinating with them for acquiring HNI clients (Affluent & Super Affluent).</p>
<p>2) Spearhead the activities of the team on wealth advisory , cross sell and income generation for RMs and Area Heads. </p>
<p>3) Support the team to track the new client acquisition and increasing the wallet share by cross selling.</p>
<p>4) Co ordinate with the research team to provide best in class research recommendations as per the clients risk appetite.</p>
<p> 5) Conduct presentations ,seminars workshops and other business development activities. </p>
<p> 6) Cluster heads are responsible for hiring and training and developing RMs and area heads. </p>
<p> 7) Close monitoring on each stage of client onboarding ,recommendations and cross sell. </p>
<p> 8) Rest assure that the entire units are strictly adhere to the various policies by the governing bodies times to time. </p>
<p> 9) Provide proper directions for the entire unit for the smooth functioning of the assigned targets. </p>
<p> 10) Analyse the market trends and competition to identify the opportunities and threats.</span></p> <p>Looking for ppl with Minimum 10 Plus yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & services. Must have at least 3 years plus team handling exposure on the above said domains.</p>