Alliance
2 weeks ago
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.
PRE-REQUISITES:
- Team handling experience of atleast 6 peoples
- Cluster Managers with prior experience of working in a Broking/Private bank/wealth
- Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and
ROLES & RESPONSIBILITIES:
- The Cluster Manager will be responsible for handling team thereby helping and
- Maintaining client relationships and generate AUM from preferred clients.
- Supporting team in advising Affluent clients on their Investments and managing their
- Helping team to Track the Affluent & Super Affluent Client segment in the market for
- To research, investigate and update team on available investment
portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking
the clients.
- To conduct and assist in organizing seminars, workshops and other business
JOB SPECIFICATIONS REQUIRED:
Qualifications:
An MBA/PGDM or Graduate - (Finance/Marketing) Degree holder or focused education in
Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
Experience:
Minimum 4-5 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 & service.
Desired Skill Set:
- Ability to handle team.
- Ability to inspire trust and confidence in clients.
- Ability to engage clients in meaningful conversations about their finances and take
- A thorough understanding of financial markets, their behavior, movements and
- Ability to process several inputs provided by research team and other sources and apply
- Good oral and written communication skills with clarity of thought, speech and
- Good interpersonal skills
- Good Analytical Skills
General Competencies:
- Positive attitude, socially effective, high level of perseverance and patience
- Assertive & hard working
- Result oriented
- Strong analytical skills and ability to work in teams
JOB TYPE
Work Day:
Full Time
Employment type:
Permanent Job
Salary:
Negotiable
JOB REQUIREMENTS
Minimal experience:
Unspecified
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