Cluster Head

Department: Wealth
Role: Sales & Team Handling
Location: Bangalore (Karnataka)
CTC: Up to 24 LPA
Experience: 9-15 Years
Qualification: Graduate/Postgraduate in any discipline

Key Responsibilities:

• Manage and acquire HNI & Ultra HNI clients offering tailored wealth management and investment solutions.

• Drive cluster-level business targets including revenue generation AUM growth and new client acquisition.

• Lead mentor and develop a team of Relationship Managers to achieve business objectives and maximize revenue.

• Identify cross-selling and upselling opportunities to increase client wallet share and portfolio profitability.

• Conduct market research and analyze investment products financial markets and economic trends.

• Guide the team in developing personalized financial plans based on clients' investment goals and risk profiles.

• Build and strengthen the Wealth Management brand in the assigned area.

• Recruit train and review team performance to improve productivity and business outcomes.

• Manage key client relationships and jointly handle the team's clients to drive business growth.

Required Skills:

• 9–15 years of relevant experience in Wealth Management preferably in HNI/UHNI client handling.

• Strong experience in sales business development and team management.

• Excellent knowledge of investment products portfolio management and financial markets.

• Proven track record of achieving revenue and AUM targets.

• Strong leadership client relationship management and communication skills.

Interested candidates can share their updated resumes at

Regards
Team Staffiaa