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 portfolio
Track market t...