Riverforest Connections Private Limited
Location
Bangalore | India
Job description
Cluster Manager/Team Leader HNI Sales
SUMMARY :
The Cluster ManagerWealth is the ultimate face of the business.
(S) He is going to be the responsible for generating business from the client with the help of team.
(S) He would be responsible for acquiring High Net Worth relationships and managing a team of 810 RMs & retaining such relationships by delivering the best standards of services.
(S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
PREREQUISITES:
Team handling experience of atleast 6 peoples
Cluster Managers with prior experience of working in a Broking/Private bank/wealth management set up.
Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
Candidates having good vintage in their present as well as previous companies.
ROLES & RESPONSIBILITIES :
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 45 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.
MOST Important: Do and Dont: HNI Cluster Managers
1. Stability at least average of 23 years in each of his last jobs/ should not have changed more than 2 jobs in last 5 years
2. Team handling experience of alteast 4 persons team
3. From the same Geography Candidate should be from the same location
4. Candidate who has earned incentives
5. Hands on experience in HNI relationships no retail no franchisee network no online / telecalling sales.
6. Ability and willingness to acquire clients not dependent on assignment clients by organization.
7. Has passion and willingness for field work and relationship management
8. Preferably from HNI Broking/PCG Desk of Stock Broking Equity Segment organization with High Value relationships
9. Willing to work in individually capacity
10. Candidates already interviewed and rejected in the past should not be considered
B2B Sales,Team Handling
Job tags
Salary
