Cluster Head
1d ago
source : Shine

Hi, Greetings of the day!! We have an urgent requirement for the role of "Cluster Head" with one of the India's leading Private Wealth NBFC.

Experience Required : Must have 10 years plus experience into private wealth. Qualification : Must be a graduate OR post graduate.

Job Location : Ahmedabad. CTC : Max up to 30 To 35 Lacs (Depending upon the last drawn CTC and experience)

NOTE : This is a team handling role. The person needs to build his own team as well along with own book size

Roles & Responsibilities :

  • Execute business plans for the Wealth Management segment
  • Drive the continuous improvement of sales processes constantly making them more customer friendly and efficient.
  • Hire and train associates with a focus on offering multi products.
  • Drive and monitor sales through the team. Motivating the team through regular frontline contact
  • Responsible for new client acquisition, HNI / UHNI, building new relationships and increasing depth in existing relationships with High net worth clients.
  • Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in depth analysis of the client'
  • s profile so as to identify opportunities and match these opportunities to products / solutions provided by the organization.

  • Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL,HL, LAS and so on.
  • Responsible for achieving targets as assigned by the organization on a monthly basis.
  • Understands clients risk profile and maximizes the 'risk vs. reward' balance for individual clients by optimizing product mix.
  • Comply with KYC / SEBI rules, regulations, and legislation governing the financial services industry.
  • Provide regular updates to the immediate superior as and when required. SKILLS & KNOWLEDGE
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