Cluster Head - Maharashtra (Investments)

ConfidentialPune, India

5 days ago

Job description

Why Join us

We are redefining wealth management in India by combining innovation, technology, and human expertise. As a Cluster Manager, you will have the opportunity to build your own network, lead dynamic teams, and play a key role in shaping the company's growth story.

Role Overview

The Cluster Manager will be responsible for identifying high-potential locations

within the assigned territory, establishing new branches, recruiting skilled

professionals, and building a strong Independent Financial Advisor (IFA) network.

This role demands a mix of entrepreneurial mindset, leadership capability, and

sales execution expertise to drive the growth and profitability.

Key Responsibilities

Branch Development & Team Building
Identify the most suitable cities / locations within the cluster to establish new Wealthy branches.
Set up branches with the right infrastructure and staffing, ensuring employees have relevant financial services experience.
Recruit, train, and retain high-performing team members, fostering a culture of accountability and achievement.
IFA Network Expansion
Grow the IFA network by recruiting experienced ARN holders and onboarding new entrants by helping them obtain ARN licenses.
Support IFAs in selling a wide range of financial products, including mutual funds, insurance, equity, and other investment solutions.
Sales Process Implementation
Execute the sales strategies and processes designed by the management.
Monitor adherence to sales systems and ensure consistent pipeline building and client engagement activities.
Training & Motivation
Keep the workforce well-trained on product knowledge, compliance norms, and client servicing.
Motivate and guide the team to strive for higher sales milestones and achieve recognition through awards and incentives.
Performance & Growth Leadership
Continuously track performance metrics for branches, IFAs, and sales teams, ensuring targets are met or exceeded.
Show entrepreneurial drive in growing the cluster's revenue and profitability.
Identify opportunities for business expansion and process improvements.

Skills & Competencies

Proven leadership and team management skills.

Strong understanding of financial products and the IFA business model.

Entrepreneurial mindset with a focus on business growth and profitability.

Ability to inspire, coach, and retain high-performing teams.

Excellent communication, negotiation, and relationship-building skills.

Qualifications & Experience

Graduate / MBA in Finance, Business, or related field.

7–12 years of experience in financial services, wealth management, or distribution business, with at least 3 years in a leadership role.

Experience in setting up branches and expanding distribution networks is preferred.

NISM Mutual Fund and other relevant certifications are an added advantage.

Skills : leadership,sales,management

Skills Required

Team Management, Leadership, Sales Management

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Cluster Head • Pune, India