Cluster HEAD- Top Investment advisers - Pan India

Fastest Growing Wealth & Portfolio Management / Advisory Company is Hiring

CLUSTER HEAD- ACROSS INDIA

Call on : 9954786204 / 8859766816 / 941250851 / 8755187878

send cv on rm@contactxindia.com

nidhi@contactxindia.com

Role & responsibilities

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

ey 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.

Qualifications & skills

• Experience

  : 7-12+ years in wealth management/investment advisory, with leadership experience (managing RMs/advisors).

• Knowledge

  : Strong understanding of financial markets, investment products (MFs, equity, fixed income, alternatives), and regulation.

• Skills

  : Strategic thinking, strong business acumen, excellent communication, sales orientation, leadership, and analytical skills.

• Qualifications

  : MBA/Graduate in Finance; CFP, NISM, CFA, or CA are preferred.

Preferred candidate profile