Scope of the Role
The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
Job Description
1) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent).
2) Maintaining client relationships and generate AUM from preferred clients.
3) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
4) Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
5) To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
6) To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
7) To conduct and assist in organizing seminars, workshops and other business development activities.
Ideal Candidates
Candidates with good experience in wealth management domain Like Senior Wealth Relationship Managers / Sales heads from Banks, Investment companies with good Vintage. Preference to local candidate