Cluster Manager / Team Leader HNI Sales, Stock / Equity Broking

Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking

QuickTurtle is looking for an accomplished Cluster Manager / Team Leader to spearhead our HNI Sales team in Stock / Equity Broking. In this key leadership role, you'll be responsible for acquiring high-net-worth relationships, managing a dynamic team of Relationship Managers, and driving significant AUM growth by delivering expert financial advice.

Key Responsibilities

• Acquire High Net Worth (HNI) relationships and effectively manage a team of 8-10 Relationship Managers .
• Establish strong ties with HNI and Ultra HNI clients by designing and implementing tailored financial plans, ensuring they receive and execute on optimal investment advice.
• Lead and coordinate with your team in the acquisition of new HNI / UHNI clients (Affluent & Super Affluent segments).
• Maintain robust client relationships and actively generate Assets Under Management (AUM) from preferred clients.
• Support your team in advising Affluent clients on their investments, managing their overall financial portfolios, and deepening the wallet share from existing clients.
• Assist the team in tracking the Affluent & Super Affluent client segment in the market for continuous new client acquisition.
• Research, investigate, and update your team on available investment opportunities and financial market trends to determine their suitability for client portfolios.
• Coordinate closely with the product and research team (Centralized CFP Team) to make informed investment decisions for clients.
• Conduct and assist in organizing seminars, workshops, and other business development activities to expand our client base and enhance brand presence.

What We're Looking For

Skills Required

cluster management , Team Management, Client Relationship, Financial Planning, investment products, Market Trend Analysis