Cluster Head – Wealth Management

Location: Mumbai, Hyderabad, Chennai, Bangalore

Experience: 10-20 Years

Industry: Banking / Wealth Management / Financial Services

Job Summary

We are looking for a Cluster Head – Wealth Management to lead and grow the wealth business for the assigned geography. The role will be responsible for managing HNI/UHNI client relationships, driving AUM and revenue growth for Wealth brand in the market, and leading a team of Relationship Managers to achieve business targets.

Key Responsibilities

Lead wealth management business for the assigned cluster/territory Manage and grow relationships with HNI and Ultra HNI clients Drive revenue, AUM and client acquisition targets Provide investment solutions based on customer financial goals and risk profile Guide and support Relationship Managers on portfolio strategy and client acquisition Identify cross-selling and upselling opportunities across the client ...