5 - 10 years
0 Lacs
Posted:2 weeks ago|
Platform:
On-site
Full Time
Job Title: Cluster Manager HNI Sales
Location: Ahmedabad, Rajkot, Surat
Role Summary:
Lead a dynamic team of 8-10 RMs to acquire & manage HNI clients (25L+). Be the face of the business, drive AUM growth, and deliver world-class wealth advisory.
Key Responsibilities:
* Lead & support a team to onboard HNI clients
* Build strong, lasting client relationships
* Drive financial planning & investment advisory
* Coordinate with product & research teams for portfolio strategy
* Conduct seminars/workshops for business development
What Were Looking For:
5yrs - 15yrs experience in HNI Wealth Management
Team handling experience (min 46 people)
Deep understanding of financial products & markets
Excellent communication & interpersonal skills
Qualification:
MBA/PGDM/Graduate (Finance/Marketing)
CFP is a plus!
Traits for Success:
Stability in past roles
Passion for fieldwork & client acquisition
Local market expertise
Incentive earner & result-driven
If Interested Please share your Updated CV On vedanti.abdeo@tapindia.co.in or on 9373270378
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