Cluster Head / Senior / Relationship Manager

As a Cluster Head / Senior / Relationship Manager, your role involves engaging with HNI and ultra HNI clients to address their investment requirements. You will be responsible for offering a range of exclusive products and delivering superior service to help clients achieve their short-term and long-term investment goals. Your key responsibilities include: - Profiling customers and recommending financial products tailored to their needs. - Collaborating with Relationship Managers to support client portfolios and implement wealth management strategies. Additionally, you will be required to: - Conduct in-depth research and analysis on investment products, financial markets, and economic trends to enhance decision-making and improve client portfolios. - Identify cross-selling and upselling opportunities in coordination with Relationship Managers. Moreover, you will play a crucial role in: - Developing personalized financial plans based on clients" goals, risk tolerance, and preferences. - Creating and presenting accurate financial reports, investment summaries, and performance metrics to clients. - Setting and achieving cluster-level business targets such as revenue, AUM (Assets Under Management), and client acquisition goals. Your skills in performance reporting, cross-selling, HNI management, wealth management, upselling, financial planning, investment strategies, relationship management, market research, and client engagement will be essential for success in this role. Experience Required: 10 years Work Mode: Work From Office (WFO) for 5.5 days a week If you need any further information or clarification, please feel free to reach out.,