Cluster Head

3 weeks ago


Mumbai, India Three Across Full time
The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC

Key Deliverables:Execute cluster business plans for the Wealth Management segment to drivesales in the Mumbai regionContinuously improve the sales effectivenessMotivate and direct the sales teamDistinguish the company vis a vis competitorEngage in brand building exercises by focussing on the research based strength of the company

Key Requirements:Educational Qualifications: Graduation in any stream / MBA in Marketing, AMFIExperience: 10+ Years in Sales

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.


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