Cluster Head - Wealth (3-5 yrs)

- The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions.

- The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service.

- The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

Client Acquisition and Relationship Management:

- Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products.

- Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.

- Profiling Customers and providing financial products to meet customer needs.

- Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.

- To Enhance & Retain customer profitability by capturing a larger share of Wallet.

- Ensure profitability of the portfolio: Generate high Income per Customer.

- Acquire new customers who meet product criteria through cross-referral.

- Actively network and seek referrals to expand the client base and contribute to business growth targets.