Cluster Head - Sales - HNI Segment - Financial Services (10-20 yrs)

Cluster Head

Job Purpose:

- The Cluster Head will be responsible for managing and developing relationships with High Net-Worth Individual (HNI) clients with investment amounts of Rs. 1 Crore and above.

- Additionally, the Cluster Head will focus on AUM growth, client retention, and maintaining a strong market presence for the company in the Wealth Management segment.

Key Deliverables:

Cluster Business Plan Execution:

- Develop and execute cluster-level business plans to drive the Wealth Management sales efforts across designated regions.

- Tailor strategies to acquire new clients, expand market share, and enhance the company's positioning in the Wealth Management segment.

Sales Growth & Performance:

- Ensure that sales targets are consistently met by leading the team and supporting them in achieving individual goals.

- Focus on driving business growth through a mix of client acquisition, AUM growth, and cross-selling of services

Continuous Improvement of Sales Effectiveness:

- Analyze sales processes and team performance to identify areas of improvement.

- Implement training, best practices, and tools that enhance the team's ability to convert leads and meet their targets, improving sales effectiveness across the cluster.

Team Leadership & Motivation:

- Lead and motivate the sales team to perform at their best, providing ongoing support, guidance, and feedback.

- Foster a collaborative and performance-driven environment that helps team members achieve both personal and organizational goals.

Competitive Differentiation:

- Differentiate the company from competitors by promoting its unique value proposition.

- Focus on the company's research-driven approach to Wealth Management, ensuring it stands out in the competitive landscape.

Brand Building & Market Positioning:

- Engage in brand-building activities that highlight the company's strength in research-based wealth advisory services.

- Position MOPW as a trusted thought leader in the Wealth Management space, enhancing its reputation and market visibility.

Client Acquisition & Relationship Management:

- Lead the acquisition of New-to-the-Firm (NTF) clients and develop long-term relationships with HNI, UHNI, and corporate clients.

- Provide personalized wealth advisory services that meet the diverse financial goals of clients and ensure ongoing satisfaction and loyalty.

AUM & Book Size Growth:

- Ensure the continuous growth of Assets Under Management (AUM) by identifying new investment opportunities, enhancing the performance of client portfolios, and expanding the overall book size.