Motilal Oswal Financial Services Ltd. is seeking an experienced Cluster Manager to lead and drive the performance of Relationship Managers across the assigned cluster. The role focuses on client acquisition, AUM growth, revenue generation, and team management within the Wealth Management and Broking business.
Key Responsibilities
- Lead, mentor, and manage a team of Relationship Managers.
- Drive client acquisition, AUM growth, and revenue generation.
- Monitor team performance and ensure achievement of business targets.
- Develop strategies to increase sales productivity and market penetration.
- Support the team in acquiring HNI and affluent clients.
- Drive cross-selling of Wealth Products including Mutual Funds, PMS, AIF, Bonds, and Equity Solutions.
- Conduct regular performance reviews and coaching sessions.
- Ensure high levels of client satisfaction and retention.
- Collaborate with internal stakeholders to achieve organizational objectives.
- Build and strengthen the overall Wealth Management business in the assigned cluster.
Candidate Profile
- Minimum 5 years of experience in Wealth Management, Broking, Banking, or Financial Services.
- Prior experience in Team Handling is mandatory.
- Proven track record in AUM-based sales and revenue generation.
- Robust leadership and people management skills.
- Experience in handling Relationship Managers and driving business performance.
- Ability to recruit, develop, and retain high-performing teams.
- Strong knowledge of Wealth and Investment Products.
Mandatory Requirement
- Team Handling Experience.
- Wealth Management / Broking Background.
- Experience in AUM & Revenue-Based Sales Model.
- Ability to bring or manage a team of Relationship Managers preferred.