Wealth Manager- Cluster Head

This job is to lead allwealth management activitieswithin the assigned territories/ area, ensuring the attainment of revenue and market share goals and the delivery of exceptional servicesto HNI and Ultra HNI clients. The role involves client engagement and relationship management, market research and analysis,financial planningand reporting,marketing and business development,Portfolio Performance Analysis,Portfolio Managementand Business Analytics.

Client Engagement and Relationship Management:

• Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products.
• Profiling Customers and provide financial products to meet customer needs.
• Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies.

Market Research and Analysis:

• Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios.
• Direct Relationship Managers to identify cross-selling and upselling opportunities.