Apply Now Cluster Manager/Team Leader HNI Sales, Stock
5 days ago
Job Description Cluster Manager/Team Leader - HNI Sales, Stock/Equity Broking QuickTurtle is looking for an accomplished Cluster Manager/Team Leader to spearhead our HNI Sales team in Stock/Equity Broking. In this key leadership role, you'll be responsible for acquiring high-net-worth relationships, managing a dynamic team of Relationship Managers, and driving significant AUM growth by delivering expert financial advice. Key Responsibilities - Acquire High Net Worth (HNI) relationships and effectively manage a team of 8-10 Relationship Managers. - Establish strong ties with HNI and Ultra HNI clients by designing and implementing tailored financial plans, ensuring they receive and execute on optimal investment advice. - Lead and coordinate with your team in the acquisition of new HNI/UHNI clients (Affluent & Super Affluent segments). - Maintain robust client relationships and actively generate Assets Under Management (AUM) from preferred clients. - Support your team in advising Affluent clients on their investments, managing their overall financial portfolios, and deepening the wallet share from existing clients. - Assist the team in tracking the Affluent & Super Affluent client segment in the market for continuous new client acquisition. - Research, investigate, and update your team on available investment opportunities and financial market trends to determine their suitability for client portfolios. - Coordinate closely with the product and research team (Centralized CFP Team) to make informed investment decisions for clients. - Conduct and assist in organizing seminars, workshops, and other business development activities to expand our client base and enhance brand presence. What We're Looking For - Proven experience in acquiring and managing HNI/UHNI client relationships. - Demonstrated ability to lead, mentor, and motivate a team of Relationship Managers. - Deep understanding of financial planning, investment products (stocks, equity broking), and market trends. - Strong analytical skills to identify investment opportunities and assess client portfolios. - Exceptional communication and interpersonal skills to build trust and advise high-net-worth individuals.
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