Hiring: Cluster Head – Wealth Management (Sales)

Department: Wealth
Role: Sales & Team Handling
Location: Ahmedabad, Vadodara, Surat (Gujarat)
CTC: Up to 24 LPA
Experience: 9-15 Years
Qualification: Graduate/Postgraduate in any discipline

Key Responsibilities:

Manage and acquire HNI & Ultra HNI clients, offering tailored wealth management and investment solutions.

Drive cluster-level business targets, including revenue generation, AUM growth, and new client acquisition.

Lead, mentor, and develop a team of Relationship Managers to achieve business objectives and maximize revenue.

Identify cross-selling and upselling opportunities to increase client wallet share and portfolio profitability.

Conduct market research and analyze investment products, financial markets, and economic trends.

Guide the team in developing personalized financial plans based on clients' investment goals and risk profiles.





Build and strengthen the Wealth Management brand in the assigned area.

Recruit, train, and review team performance to improve productivity and business outcomes.

Manage key client relationships and jointly handle the team's clients to drive business growth.

Required Skills:

9–15 years of relevant experience in Wealth Management, preferably in HNI/UHNI client handling.

Strong experience in sales, business development, and team management.

Excellent knowledge of investment products, portfolio management, and financial markets.

Proven track record of achieving revenue and AUM targets.

Robust leadership, client relationship management, and communication skills.

Interested candidates can share their updated resumes at [email protected]

Regards,
Team Staffiaa
(phone hidden)

📌 Cluster Head – Wealth Management (Sales) (Gujarat)
🏢 STAFFIAA
📍 Gujarat