Cluster Head – Wealth Management (Kochi Kerala)

Experience: minimum 7 Years
CTC: upto 25 LPA
Location: Kochi Kerala
Industry: Banking / Financial Services
Qualification: Graduate / Postgraduate in any discipline

Job Purpose

To lead and manage wealth management business operations across the assigned cluster driving revenue growth AUM expansion market share and client acquisition. The role involves managing and developing HNI and UHNI client relationships providing investment solutions driving portfolio growth and ensuring superior client servicing. The Cluster Head will also be responsible for leading Relationship Managers strengthening business performance and expanding the organisation's wealth management presence across the assigned territory.

Key Responsibilities

1. Wealth Management & Business Development

- Drive wealth management business across the assigned cluster to achieve revenue AUM and profitability targets.

- Develop and implement business strategies to increase market share and strengthen the wealth management business.

- Identify new business opportunities and drive customer acquisition across HNI and UHNI segments.

- Drive cross-selling and upselling of investment and financial products.

- Build strong market networks and generate business through client referrals and relationship channels.

2. HNI & UHNI Client Relationship Management

- Manage and strengthen relationships with High Net-Worth Individuals (HNI) and Ultra High Net-Worth Individuals (UHNI).

- Understand clients' financial objectives investment preferences risk appetite and wealth creation goals.





- Provide customised investment solutions aligned with clients' short-term and long-term financial requirements.

- Ensure high standards of customer engagement relationship management and service delivery.

- Co-own key client relationships and support Relationship Managers in managing significant client portfolios.

3. Investment & Portfolio Management

- Maintain a strong understanding of financial markets investment products and economic developments.

- Guide clients on suitable investment opportunities based on their financial goals and risk profiles.

- Monitor portfolio performance and recommend appropriate investment strategies.

- Drive business across multiple investment products including Mutual Funds Equity Fixed Income Bonds and other wealth management solutions.

- Analyse portfolio performance and identify opportunities to improve client engagement and portfolio growth.

4. Team Management & Leadership

- Lead guide and motivate Relationship Managers and the assigned wealth management team.

- Drive individual and cluster-level business targets through effective team management.

- Monitor team productivity business performance and client acquisition activities.

- Conduct regular performance reviews and provide coaching and guidance to team members.





- Support recruitment training development and retention of high-performing talent.

- Ensure effective coordination and collaboration across the assigned cluster.

5. Business Analytics & Performance Monitoring

- Track and analyse key business parameters including AUM revenue client acquisition portfolio performance and profitability.

- Prepare business reports investment summaries and performance dashboards.

- Identify business gaps and implement corrective strategies to improve performance.

- Ensure adherence to internal policies regulatory guidelines and compliance requirements.

Required Skills & Competencies

- Wealth Management and Private Banking

- HNI & UHNI Client Relationship Management

- Investment Advisory and Portfolio Management

- Assets Under Management (AUM) Growth

- Revenue Generation and Business Development

- Mutual Funds Equity and Fixed Income Products

- Cross-Selling and Upselling

- Cluster and Team Management

- Relationship Manager Leadership

- Client Acquisition and Retention

- Financial Market Research and Analysis

- Business Planning and Performance Monitoring

- Customer Service and Stakeholder Management

- Regulatory Compliance and Risk Awareness

Compensation

CTC: upto 25 LPA depending on relevant experience skills and existing client relationships.

Location :- Chennai

Share your CV to or Whatsapp :

Note: Candidates with relevant experience in HNI/UHNI client management trading and client acquisition will be preferred.

Best regards
HR Team

Staffiaa Services

Required Skills:

Wealth

📌 Cluster Head – Wealth Management (Kochi , Kerala)
🏢 STAFFIAA
📍 Kochi