Job highlights

- Maintaining client relationships and generate AUM from preferred clients.

- Experience

Responsibilities

- Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers.

- Would establish ties with HNI / UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice.

- The Cluster Manager will be responsible for handling the team thereby helping and coordinating with the teams for acquiring HNI/ UHNI 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 current 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.

Experience

Exp - 5 to 7 Years

📌 Cluster Manager/Team Leader – HNI Sales, Stock / Equity Broking (Bengaluru)
🏢 Quick Turtle
📍 Bengaluru