Financial Services Cluster Manager
4 weeks ago
About Saaki Argus & Averil Consulting:
We are a leading consulting firm in India, specializing in financial services and solutions for clients with diverse needs. Our team has a strong presence in equity, debt, currency, commodity, and derivatives markets, as well as wealth management, insurance, mutual funds, and portfolio management services.
Job Title: Financial Services Cluster Manager
Key Responsibilities:
• Drive sales growth across clusters by exceeding targets for banking products, broking services, mutual funds, wealth management, and insurance products.
• Develop strategies to retain existing clients by offering personalized financial advice, investment reviews, and continuous support.
• Acquire and build relationships with HNI, Retail, and corporate customers.
• Educate customers on various investment avenues and provide high-quality advice on asset allocation.
Preferred Skills:
• 5-12 years of experience in financial services
• Strong knowledge of financial markets and products
• Excellent communication and interpersonal skills
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