Cluster Manager - Wealth & Retail Sales
Ahmedabad, Gujarat, India · Full Time
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- Experience
- 5+ yrs
- Salary
- INR 500,000 – INR 900,000 / year
- Openings
- 1
- Posted
- 3 weeks ago
- Work mode
- In office
- Education
- Any graduate
- Eligibility
- Any graduate with relevant experience in wealth management, broking, banking, or financial services and proven team leadership skills.
- Resume
- Required to apply
Where you'll work
Job description
Role overview
This opening is for an experienced Cluster Manager to oversee wealth and retail sales operations across the assigned territory. The position involves guiding Relationship Managers, expanding the client base, increasing assets under management, and strengthening revenue performance within the wealth management and broking business.
The location for this role is Ahmedabad / Rajkot, and the compensation is up to 9 LPA plus incentives.
Key responsibilities
- Supervise, coach, and support a team of Relationship Managers to improve output and execution.
- Push client acquisition, asset growth, and revenue delivery across the cluster.
- Track team performance closely and make sure business goals are met.
- Create and implement approaches that improve sales efficiency and market reach.
- Assist the team in bringing in HNI and affluent customers.
- Promote cross-selling of wealth solutions such as mutual funds, PMS, AIF, bonds, and equity-based offerings.
- Hold regular review meetings and provide hands-on coaching to team members.
- Maintain strong customer satisfaction and retention levels.
- Work with internal teams and stakeholders to support broader business goals.
- Help build and expand the wealth management franchise in the assigned cluster.
Candidate profile
The employer is looking for someone with at least 5 years of experience in wealth management, broking, banking, or financial services. Prior team leadership experience is required, along with a demonstrated history of AUM-led sales and revenue growth.
The right candidate should bring strong leadership ability, people management skills, and experience managing Relationship Managers. The role also calls for the ability to recruit, nurture, and retain strong-performing teams, plus solid knowledge of wealth and investment products.
Mandatory requirements
- Hands-on team management experience.
- Background in wealth management or broking.
- Experience in sales models driven by AUM and revenue.
- Preference for candidates who can lead or bring along a team of Relationship Managers.
Eligibility
Any graduate can apply, provided they meet the experience and leadership expectations for the role.
Compensation
CTC is up to 9 LPA, with additional incentives on top.
Contact
For HR coordination, contact Ms. Priyanka at 86383 30959.