Cluster Head

2 weeks ago

Sany, India Vitasta Consulting Pvt Ltd Full time

The Cluster Head is the ultimate face of thebusiness. He is going to be the responsible for
generating business from the client with the help of team. He wouldbe responsible for acquiring
High Net Worthrelationships and managing a team & retaining suchrelationships by delivering
the best standards ofservices. He would be expected to establish strong ties with themby designing
& implementing their financial plans;and then by ensuring that they receive and execute onthe
right advice.
ROLES &RESPONSIBILITIES:
Minimum 14 A/Cs of 5 Lac of InitialMargin. Min 16 SIP (Net) of 5K per month
Minimum 8 LacInsurance premium (Gross) every month (life/general/health/motor)&
Minimum 8 Lac TGS every month
Responsible for generating minimum 8 crore per Qtr from Third partyproduct like
Margin/IAP/PMS/AIF/SP/PE/MF/FD/Bonds
Researchinvestigate and update client on available investmentopportunities/financial market
with the objective ofimproving yield in client portfolio.
Helping team toTrack the Affluent & Super Affluent Client segment in themarket for new client
acquisition
JOBSPECIFICATIONS REQUIRED:
Qualifications:
Educational Qualifications: MBA or Equivalent.
Additional Certifications/Trainings (optional): IRDA/NCFM MF &FNO
Experience:
8Yr in Broking/Distributionof financial products/Wealth Sales/PCG Sales/CorporateSales.

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