Cluster HEAD Pan India

You will be responsible for leading a team of sales/wealth professionals and driving business growth in the role of Cluster Head across India. Your key responsibilities will include: - Developing and executing cluster-level plans for sales, asset under management (AUM) growth, and market share expansion to achieve targets. - Recruiting, training, motivating, and mentoring Relationship Managers (RMs) and area heads to ensure effective team leadership. - Leading efforts for client acquisition of High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), cross-selling, and managing client relationships. - Expanding Independent Financial Advisor (IFA) networks (ARN holders) and onboarding new entrants to grow the network. - Monitoring sales processes, ensuring seamless client service, and aligning with research recommendations to drive sales and service excellence. - Ensuring strict adherence to regulatory norms, policies, and KYC/compliance standards to maintain compliance in all operations. To be successful in this role, you should possess the following qualifications and skills: - Experience of 7-12+ years in wealth management/investment advisory, with a proven track record in leadership roles managing Relationship Managers (RMs) or advisors. - Strong understanding of financial markets, investment products (including Mutual Funds, equity, fixed income, alternatives), and regulatory requirements. - Skills in strategic thinking, business acumen, communication, sales, leadership, and analytics. - Qualifications such as an MBA or Graduate in Finance; additional certifications like CFP, NISM, CFA, or CA would be preferred. If there are any additional details about the company in the job description, kindly provide them for inclusion in the final output. You will be responsible for leading a team of sales/wealth professionals and driving business growth in the role of Cluster Head across India. Your key responsibilities will include: - Developing and executing cluster-level plans for sales, asset under management (AUM) growth, and market share expansion to achieve targets. - Recruiting, training, motivating, and mentoring Relationship Managers (RMs) and area heads to ensure effective team leadership. - Leading efforts for client acquisition of High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), cross-selling, and managing client relationships. - Expanding Independent Financial Advisor (IFA) networks (ARN holders) and onboarding new entrants to grow the network. - Monitoring sales processes, ensuring seamless client service, and aligning with research recommendations to drive sales and service excellence. - Ensuring strict adherence to regulatory norms, policies, and KYC/compliance standards to maintain compliance in all operations. To be successful in this role, you should possess the following qualifications and skills: - Experience of 7-12+ years in wealth management/investment advisory, with a proven track record in leadership roles managing Relationship Managers (RMs) or advisors. - Strong understanding of financial markets, investment products (including Mutual Funds, equity, fixed income, alternatives), and regulatory requirements. - Skills in strategic thinking, business acumen, communication, sales, leadership, and analytics. - Qualifications such as an MBA or Graduate in Finance; additional certifications like CFP, NISM, CFA, or CA would be preferred. If there are any additional details about the company in the job description, kindly provide them for inclusion in the final output.