Cluster Head

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 trends and provide strategic investment inputs
• Build and strengthen Wealth presence in the assigned geography
• Recruit, coach and manage team performance
• Review business pipeline, revenue and portfolio performance regularly
• Work closely with internal investment/research/compliance teams

Required Skills

• 57 years experience in Wealth Management / Private Banking / Investment Advisory
• Strong HNI / UHNI client handling experience
• Experience managing AUM and driving portfolio growth
• Team handling / leadership experience
• Strong understanding of Mutual Funds, Equities, Bonds, PMS and wealth products
• Business development and client acquisition experience
• Strong communication and stakeholder management skills