Cluster Manager

Job highlights

• Qualifications: . An MBA / PGDM or Graduate - (Finance / Marketing) Degree holder or focused education in Financial planning/ Wealth Management

• Maintaining client relationships and generate AUM from preferred clients

• Minimum 4-5 yrs in handling HNI Relationship,Sales Financial . Planning of HNI Clients from BFSI sector with good business / market knowledge

• Experience: .

• The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent Super Affluent)

• Maintaining client relationships and generate AUM from preferred clients.

• Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

• Helping team to Track the Affluent Super Affluent Client segment in the market for new client acquisition

• To research, investigate and update team on available investment
  opportunities/financial market trend to determine whether they fit into clients portfolios.

• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

• To conduct and assist in organizing seminars, workshops and other business development activities.

JOB SPECIFICATIONS REQUIRED:

Qualifications:

• An MBA/PGDM or Graduate - (Finance/Marketing) Degree holder or focused education in Financial planning/ Wealth Management.
• Other qualifications like CFP will be an advantage.

Experience:

• Minimum 4-5 yrs in handling HNI Relationship, Sales Financial
• Planning of HNI Clients from BFSI sector with good business / market knowledge.
• Having experience of handling HNI Client Acquisitions and Relationship Management service.

Desired Skill Set:

• Ability to handle team.
• Ability to inspire trust and confidence in clients.
• Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
• A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
• Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients - thus generating insights for clients
• Good oral and written communication skills with clarity of thought, speech and expression
• Good interpersonal skills
• Good Analytical Skills

General Competencies:

• Positive attitude, socially effective, high level of perseverance and patience
• Assertive hard working
• Result oriented
• Strong analytical skills and ability to work in teams.