Job Description

Position title: Cluster Managers

Locations: All Locations

Department: Sales & Distribution (Financial Planning) 

Grade: Sr Manager / AVP

Organizational relationships
Reports to: Financial Counsellor & Senior Lead Counsellor r/Sr. Senior Lead Counsellor / Regional
Head / Head of Department/ Deputy Ceo

Purpose of the Job

Train & Motivate all the Financial Counsellor and guide him to achieve all the business
number for the month. Along with that you have to achieve your own target with complete
ownership of Sales, Operations and allied branch functions with Financial Planning for
Clients.
This position holder will be responsible for managing key relationships and ensures
business development across all distribution segments and manage Corporate & SMEs at
all branch locations of the Cluster.
Will play a strategic role in the future growth and expansion of the organization

Key responsibilities

Responsible for achieving Sales for wealth solutions, acquiring HNI/UHNI(its an
individual role).
Solutions: Mutual fund, Insurance, and other Wealth products along with Loan Book
.
Acquisition of new HNI & UHNI Clients.
Ensure right- selling by all team members through regular training & product Knowledge.
Ensuring Compliance with regulations.

Behavioral Competencies

Confident & Assertive
Good Communicational skills abilities and pleasing personality
Negotiation Skills
Ability to motivate and manage team/People Management.
IRDA & AMFI Certified is mandatory to complete with 3 month of joining

Role Specific Competencies

Excellent Team Management & Leadership Skills
Should be having a pleasing & smart personality.
Key account management skills.
Should have an eye for detail.
Product knowledge.
Market knowledge / extensively networked.

Formal Qualifications / Prior Work Exp

Graduate / MBA or C.A.
AMFI certification compulsory within three month of joining
CTC – 9 to 12Lac
EXP – Min 5 Years
Personal Laptop Mandatory