Cluster Head

Contactx Resource Management Pvt. Ltd.

6 - 10 years

27 - 30 Lacs

hyderabad chennai bengaluru

Posted:6 hours ago| Platform:

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Skills Required

cluster management hni sales kyc client acquisition relationship management pms client service aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

A Cluster Head for investment advisory leads sales/wealth teams, drives AUM/revenue growth (HNI/UHNI clients), manages team performance, ensures regulatory compliance, and expands client/IFA networks across a designated region
The JD emphasizes leadership, sales execution, and client acquisition/retention strategies
Key responsibilities & requirements for an investment advisory cluster head:Business Growth: Execute cluster-level plans for sales, AUM growth, and market share expansion; achieve targets
Team Leadership: Recruit, train, motivate, and mentor Relationship Managers (RMs) and area heads
Client Acquisition: Lead efforts for HNI/UHNI client acquisition, cross-selling, and relationship management
Network Expansion: Grow Independent Financial Advisor (IFA) networks (ARN holders) and onboard new entrants
Sales & Service: Monitor sales processes, ensure seamless client service, and align with research recommendations
Compliance: Ensure strict adherence to regulatory norms, policies, and KYC/compliance

Location: Hyderabad/Bangalore/Chennai/Coimbatore

Contact No : 94125 01851/88597 66816/87551 87878/9954786204

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