Cluster Head - Private Wealth - AIF/PMS/Mutual Fund

Key Responsibilities:

- Drive the overall Wealth Management business for the assigned region by achieving revenue, Assets Under Management (AUM), and profitability targets.

- Acquire, manage, and deepen relationships with High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), providing customized wealth management solutions.

- Lead, mentor, and develop a team of Wealth Relationship Managers (RMs) to drive business growth, client acquisition, and portfolio expansion.

- Ensure achievement of sales, revenue, AUM, and client acquisition targets through effective team management and strategic planning.

- Identify client financial needs and provide comprehensive investment advisory across Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Structured Products, Bonds, Insurance, and Lending solutions.

- Drive cross-selling and wallet share enhancement by promoting the organization's entire suite of wealth management products and services.

- Build and strengthen the local market presence through networking, referrals, strategic partnerships, and engagement with key influencers and business communities.

- Maintain high standards of client servicing, portfolio reviews, and relationship management to ensure long-term client retention and satisfaction.

- Monitor market trends, investment opportunities, and regulatory developments to provide relevant insights and solutions to clients.

- Ensure adherence to all internal policies, compliance guidelines, and regulatory requirements while conducting business.

Desired Candidate Profile:

- Bachelor's/Master's degree in Finance, Business Administration, or a related discipline.

- Proven experience in Wealth Management, Private Banking, or Investment Advisory.

- Strong network of HNI/UHNI clients with a demonstrated track record of business acquisition.

- Experience in leading and managing Wealth Relationship Managers.

- In-depth understanding of Mutual Funds, PMS, AIF, Structured Products, Bonds, Insurance, and Lending products.

- Excellent relationship management, communication, negotiation, and leadership skills.

- Strong business development mindset with the ability to drive growth and exceed targets.