Cluster Manager PCG Sales

Role Overview: As a Cluster Manager/Team Leader in HNI Sales, you will be the ultimate face of the business, responsible for generating business from clients with the help of your team. Your main focus will be on acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. It will be crucial for you to retain these relationships by delivering the best standards of services. You will establish strong ties with clients by designing and implementing their financial plans, ensuring they receive and act on the right advice. Key Responsibilities: - Handle team to acquire HNI clients (Affluent & Super Affluent) and coordinate with them effectively - Maintain client relationships and generate Assets Under Management (AUM) from preferred clients - Support the team in advising Affluent clients on their Investments and manage their overall financial portfolio - Assist in tracking the Affluent & Super Affluent Client segment in the market for new client acquisition - Research, investigate, and update the team on available investment opportunities/financial market trends - Coordinate with product and research team for making investment decisions for clients - Conduct and assist in organizing seminars, workshops, and other business development activities Qualifications Required: - An MBA/PGDM or Graduate (Finance/Marketing) Degree holder with focused education in Financial planning/Wealth Management - Other qualifications like Certified Financial Planner (CFP) will be an advantage Additional Details: Candidates applying for this role should have a minimum of 4-5 years of experience in handling HNI Relationships, Sales, and Financial Planning of HNI Clients from the BFSI sector. They should possess good business/market knowledge and experience in handling HNI Client Acquisitions and Relationship Management & service. It is essential to have the ability to handle a team, inspire trust and confidence in clients, engage in meaningful financial conversations, and demonstrate a thorough understanding of financial markets. Good oral and written communication skills, interpersonal skills, analytical skills, positive attitude, perseverance, and result-oriented approach are also crucial for this role.,