Cluster Manager/Team Leader HNI Sales, Stock / Equity Broking

Cluster Manager/Team Leader - HNI Sales, Stock/Equity Broking

Cluster Manager/Team Leader

Key Responsibilities

• Acquire High Net Worth (HNI) relationships

  and effectively

  manage a team of 8-10 Relationship Managers

  .

• Establish strong ties with HNI and Ultra HNI clients

  by designing and implementing tailored financial plans, ensuring they receive and execute on optimal investment advice.

• Lead and coordinate with your team

  in the acquisition of new HNI/UHNI clients (Affluent & Super Affluent segments).

• Maintain robust client relationships

  and actively

  generate Assets Under Management (AUM)

  from preferred clients.

• Support your team in advising Affluent clients

  on their investments, managing their overall financial portfolios, and deepening the wallet share from existing clients.

• Assist the team in tracking the Affluent & Super Affluent client segment

  in the market for continuous new client acquisition.

• Research, investigate, and update your team

  on available investment opportunities and financial market trends to determine their suitability for client portfolios.

• Coordinate closely with the product and research team

  (Centralized CFP Team) to make informed investment decisions for clients.

• Conduct and assist in organizing seminars, workshops, and other business development activities

  to expand our client base and enhance brand presence.

What We're Looking For

• Proven experience in acquiring and managing HNI/UHNI client relationships.
• Demonstrated ability to lead, mentor, and motivate a team of Relationship Managers.
• Deep understanding of financial planning, investment products (stocks, equity broking), and market trends.
• Strong analytical skills to identify investment opportunities and assess client portfolios.
• Exceptional communication and interpersonal skills to build trust and advise high-net-worth individuals.