PCG Sales

SUMMARY : - The Cluster Manager-Wealth 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 8-10 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.

PRE-REQUISITES : -

• 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 : -

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 4-5 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. Certification : NISM VIII (mandatory)

Desired Skill Set :