Cluster Manager Wealth Management (HNI & UHNI Clients)
Location: Ahmedabad & Rajkot
CTC: 15 LPA 30 LPA
Experience: Minimum 8 Years
About the Role
Motilal Oswal Financial Services Ltd. is seeking experienced Wealth Management professionals for the position of Cluster Manager Wealth Management. This is a Playing Captain role where the candidate will be responsible for achieving individual business targets while leading and driving the performance of a team.
The ideal candidate should have a strong Wealth Management or Private Banking background, extensive experience managing HNI/UHNI clients, and the ability to bring and lead a team of high-performing Wealth Managers or Relationship Managers.
Key Responsibilities
- Lead, mentor, and manage a team of Wealth Managers/Relationship Managers.
- Drive both individual and team business targets.
- Acquire, manage, and grow relationships with HNI and UHNI clients.
- Build and manage a Wealth Book/AUM of 50 Crore to 80 Crore or higher.
- Drive revenue through Wealth and Investment products.
- Support team members in client acquisition and portfolio growth.
- Conduct regular portfolio reviews and client engagement activities.
- Develop strategies for AUM growth, revenue generation, and client retention.
- Ensure superior client servicing and relationship management.
- Collaborate with internal stakeholders to deliver comprehensive wealth solutions.
- Monitor team productivity and ensure achievement of business goals.
Candidate Requirements
- Minimum 8 years of experience in Wealth Management, Private Banking, or Wealth Advisory.
- Prior Team Handling experience is mandatory.
- Candidate should be capable of bringing a team of 45 Wealth Managers/Relationship Managers.
- Must have experience handling HNI and UHNI clients.
- Candidate should manage or be capable of moving a minimum Wealth Book/AUM of 50 Crore ? 80 Crore.
- Strong track record in AUM growth, revenue generation, and relationship management.
- Excellent leadership, communication, and stakeholder management skills.
- Strong understanding of Wealth Products and Investment Solutions.
Why Join Motilal Oswal?
- One of India's leading Wealth Management organizations.
- Opportunity to lead a high-performing Wealth team.
- Work with HNI and UHNI clientele.
- Attractive compensation and incentive structure.
- Excellent career growth and leadership opportunities.
- Dynamic and performance-driven work culture.
Interested Candidates can contact:
Ms. Priyanka
8638330959
Immediate Joiners Preferred.