Job highlights

- Qualifications: . An MBA / PGDM or Graduate - (Finance / Marketing) Degree holder or focused education in Financial planning/ Wealth Management
- Maintaining client relationships and generate AUM from preferred clients
- Minimum 4-5 yrs in handling HNI Relationship,Sales Financial . Planning of HNI Clients from BFSI sector with valuable business / market knowledge
- Experience: .
- The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent Super Affluent)
- Maintaining client relationships and generate AUM from preferred clients.
- Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Helping team to Track the Affluent Super Affluent Client segment in the market for new client acquisition
- To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.

JOB SPECIFICATIONS REQUIRED

Qualifications

- An MBA/PGDM or Graduate - (Finance/Marketing)



Degree holder or focused education in Financial planning/ Wealth Management.
- Other qualifications like CFP will be an advantage.

Experience:
- Minimum 4-5 yrs in handling HNI Relationship, Sales Financial
- Planning of HNI Clients from BFSI sector with good business / market knowledge.
- Having experience of handling HNI Client Acquisitions and Relationship Management service.

Desired Skill Set:
- Ability to handle team.
- Ability to inspire trust and confidence in clients.
- Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
- A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
- Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients - thus generating insights for clients
- Good oral and written communication skills with clarity of thought, speech and expression
- Good interpersonal skills
- Good Analytical Skills

General Competencies:
- Positive attitude, socially effective, high level of perseverance and patience
- Assertive hard working
- Result oriented
- Strong analytical skills and ability to work in teams.

📌 Cluster Manager (Mumbai)
🏢 Acme Services
📍 Mumbai