Cluster Head

Job Title :- Cluster Head
Experience :- 6+ years
Location :- Ahmedabad

Notice Period - Immediate Joiner
Valid NISM VA certificate


Role & Responsibilities:

• To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
• To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
• To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
• To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity, FD.
• To educate clients on the features, benefits, and risks associated with various wealth management products.
• To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
• To identify new business opportunities and generate leads through networking and referrals.
• To drive business growth by effectively cross-selling wealth management products and services to existing clients.
• To achieve revenue targets and contribute to the overall growth of the private wealth management business.
• To conduct thorough due diligence on investment products and providers to mitigate risks.
• To maintain accurate records of client interactions and transactions in accordance with compliance standards.

Key Requirements:

• Should have strong understanding of wealth management products, including AIFs and PMS.
• Should have a proven track record of building and managing relationships with high-net-worth individuals.
• Should have excellent communication, presentation, and negotiation skills.
• Should have the ability to work independently and as part of a team in a fast-paced environment.
• Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

About Us

ZFunds is on a mission to democratize personal finance.
A lot has been done to make financial products accessible to people. However, it still remains an urban concept. We will make quality financial advice accessible and approachable across Bharat.
ZFunds was born when we realized that consumers in all small towns across India have invested their money in LIC policies. For users looking to grow their money, it's probably one of the worst options over a long period of time. We realized that it's not a problem that consumers don't want better financial products, it's that they don't have supply to it. And that is what ZFunds is here to do.
We are now in the growth phase of your journey and are looking for driven developers to drive that ruthlessly alongside us.

**Website: https://zfunds.in/**
**Android App: https://play.google.com/store/apps/details?id=com.zfunds.user**
**iOS App: https://apps.apple.com/in/app/zfunds/id1537564923**