Cluster Head

Role Overview: As a Cluster Head (playing captain role) Private Wealth Manager, you will lead

a team of Private Wealth Managers while focusing on client acquisition and management. Your

role includes driving team performance and expanding our client base.

Key Responsibilities:

• Leadership: Mentor and motivate a team of Private Wealth Managers to achieve targets and

enhance performance.

• Client Acquisition: Develop strategies to attract HNI/UHNI clients through networking and

referrals.

• Sales & Advisory: Oversee the sale of PMS, AIFs, and other investment products, ensuring

effective client solutions.

• Relationship Building: Cultivate and maintain strong client relationships to increase Assets

Under Management (AUM).

• Target Achievement: Drive team efforts to meet and exceed client acquisition and AUM targets.

Desired Profile:

• Experience: Proven success in sales and managing AUM of 50 crores+, with leadership

experience.

• Product Knowledge: Expertise in PMS and investment products.

• Skills: Strong leadership, interpersonal skills, and strategic thinking.

Qualifications:

• Relevant degree in Finance or a related field. Additional management certifications are a plus