Cluster Head

NARBA; Maharashtra; On-site; INR 2,000,000 - 3,000,000; Full time

Job summary

A leading financial services firm in Maharashtra is searching for a Director to oversee their Wealth Management division. The ideal candidate will have 10–15 years of experience in Private Banking or Wealth Management and a proven track record in client acquisition and revenue growth. Responsibilities include leading a team, developing business strategies, and ensuring compliance with internal processes. Strong financial product knowledge and excellent relationship management skills are essential for success in this role.

Qualifications

• 10–15 years of experience in Private Banking or Wealth Management.
• Strong understanding of financial products including Mutual Funds and Bonds.
• Proven track record in AUM growth and revenue generation.

Responsibilities

• Lead and manage a team of Relationship Managers across the cluster.
• Drive AUM growth and revenue targets through client acquisition.
• Ensure delivery of high-quality advisory and wealth management services to clients.

Skills

Team leadership

Client acquisition

Revenue growth

Financial product knowledge

Relationship management

Education

MBA/PGDM in Finance, Marketing, or related field

NISM certifications (Wealth Management / Mutual Fund)

Job description

Key Responsibilities

• Lead and manage a team of Relationship Managers / Wealth Managers across the cluster.
• Drive AUM growth and revenue targets through client acquisition, retention, and cross‑selling.
• Develop cluster‑level business strategies to expand HNI/UHNI client base.
• Ensure delivery of high‑quality advisory and wealth management services to clients.
• Monitor team performance, provide coaching, and ensure achievement of individual and cluster goals.
• Maintain strong relationships with key HNI/UHNI clients and ensure long‑term engagement.
• Oversee portfolio reviews, asset allocation discussions, and investment planning.
• Ensure compliance with regulatory guidelines and internal processes.
• Collaborate with Product, Research, Compliance, and Senior Management for business planning and execution.

Required Skills & Qualifications

• 10–15 years of experience in Private Banking or Wealth Management (Mandatory).
• Strong understanding of financial products:
  • Mutual Funds
  • PMS
  • Bonds
  • Structured Products
  • Alternate Investments
• Proven track record in AUM growth, client acquisition, and revenue generation.
• Experience handling HNI/UHNI clients and leading high‑performing sales teams.
• Excellent communication, leadership, and relationship‑building skills.
• Ability to drive sales strategy and deliver consistent business results.

Preferred Qualifications

• MBA/PGDM in Finance, Marketing, or related field.
• NISM certifications (Wealth Management / Mutual Fund) preferred.

Job Details

• Seniority level: Director
• Employment type: Full‑time
• Job function: Business Development and Sales
• Industries: Business Consulting and Services