Cluster Head - Maharashtra (Investments)

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

Qualifications & Experience

Skills : leadership,sales,management

Skills Required

Team Management, Leadership, Sales Management