Cluster Head

Talks About People HR Solutions; Mumbai; On-site; INR 10,000,000 - 20,000,000; Full time

Job summary

Talks About People HR Solutions in Mumbai seeks an accomplished Cluster Head to lead a Private Wealth Team, driving regional growth and building long-term UHNI and HNI client relationships. You will accelerate AUM growth, strengthen client engagement, and mentor Relationship Managers to deliver exceptional outcomes.

The ideal candidate has 10–15 years in Private Banking or Wealth Management, deep knowledge of mutual funds, PMS, AIFs, and equity products, and a proven ability to lead

Qualifications

• 10–15 years in private banking or wealth management with leadership experience.
• Strong track record in AUM growth and client acquisition.
• Expertise in financial products including mutual funds, PMS, AIFs, bonds, and equity.

Responsibilities

• Drive cluster-level AUM growth and profitability through strategic client acquisition and relationship expansion.
• Lead and mentor Relationship Managers to deliver outstanding client service and portfolio performance.
• Build long-term relationships with HNI and UHNI clients while ensuring superior wealth advisory solutions.
• Develop strategic portfolio management initiatives aligned with client is financial goals.
• Identify cross-selling opportunities across investment and financial products to maximize wallet share.
• Monitor business performance, team productivity, and revenue targets while driving operational excellence.
• Collaborate with internal stakeholders to strengthen client engagement and business growth initiatives.

Skills

Relationship management

Leadership

Business development

Portfolio advisory

Job description

We are looking for an accomplished Cluster Head to lead a high-performing Private Wealth Team, drive regional growth, and build long-term relationships with UHNI and HNI clients.

This is a strategic leadership opportunity for professionals with a strong track record in Private Banking, Wealth Management, Investment Advisory, and Team Leadership. The role demands a business-driven leader who can accelerate AUM growth, strengthen client engagement, and mentor relationship management teams to deliver exceptional client experiences.

Key Responsibilities

• Drive cluster-level AUM growth, revenue, and profitability through strategic client acquisition and relationship expansion
• Lead and mentor Relationship Managers to deliver outstanding client service and portfolio performance
• Build long-term relationships with HNI and Ultra HNI clients while ensuring superior wealth advisory solutions
• Develop strategic portfolio management initiatives aligned with client's financial goals
• Identify cross-selling opportunities across investment and financial products to maximize wallet share
• Monitor business performance, team productivity, and revenue targets while driving operational excellence
• Collaborate with internal stakeholders to strengthen client engagement and business growth initiatives

Required Skills & Experience

• 10-15 years of experience in Private Banking, Private Wealth, Investment Advisory, or Financial Services, including 3-5 years in a leadership role
• Strong expertise in financial products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Equity, and Portfolio Advisory
• Proven experience managing high-performing sales or wealth management teams with consistent revenue and AUM growth
• Excellent leadership, stakeholder management, business development, and client relationship management skills
• Strong commercial acumen with the ability to drive business growth in a competitive market

Ideal Background

Professionals from Private Wealth, Private Banking, HNI/UHNI, Investment Advisory, Broking, Capital Markets, Asset Management, Family Offices, or Financial Services with a successful track record of leading teams and managing HNI/UHNI client portfolios are highly encouraged to apply.