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Cluster Manager/team Leader €“ Hni Sales Jobs

Motilal Oswal Securities Limited
Job Description


Teamhandling experience of atleast 4 peoples

ClusterManagers with prior experience of working in a Broking/Private bank/wealthmanagement set up.

Handleand manage clients with a minimum Investment amount of Rs 25 Lakhs and above.

Candidateshaving good vintage in their present as well as previous companies.


TheCluster Manager will be responsible for handling team thereby helping andcoordinating with the teams for acquiring HNI clients (Affluent & SuperAffluent)

Maintainingclient relationships and generate AUM from preferred clients.

Supportingteam in advising Affluent clients on their Investments and managing theiroverall financial portfolio and deepening the wallet from existing clients

Helpingteam to Track the Affluent & Super AffluentClient segment in the market for new client acquisition

Toresearch, investigate and update team on available investmentopportunities/financial market trend to determine whether they fit into clientsportfolios.

Tocoordinate with product and research team (Centralize CFP Team) for takinginvestment decision for the clients.

Toconduct and assist in organizing seminars, workshops and other businessdevelopment activities.



An MBA/PGDMor Graduate €“ (Finance/Marketing) Degree holder or focused education inFinancial planning/Wealth Management. Other qualifications like CFP will be anadvantage.


Minimum 4-5yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clientsfrom BFSI sector with good business / market knowledge. Having experience ofhandling HNI Client Acquisitions and Relationship Management & service.

Desired Skill Set:

Abilityto handle team.

Abilityto inspire trust and confidence in clients.

Abilityto engage clients in meaningful conversations about their finances and takeactive interest in their financial well being.

Athorough understanding of financial markets, their behavior, movements andexpectations with respect to market.

Abilityto process several inputs provided by research team and other sources and applythem to the specific context of several clients €“ thus generating insights forclients

Goodoral and written communication skills with clarity of thought, speech andexpression

Goodinterpersonal skills

GoodAnalytical Skills

General Competencies:

Positiveattitude, socially effective, high level of perseverance and patience

Assertive& hard working


Stronganalytical skills and ability to work in teams.

Qualities Needed for This Jobs
Cluster Manager, Team Leader, Hni Sales, Manager Wealth, Wealth Manager,
Candidate Profile
The Cluster Manager-wealth Is The Ultimate Face Of The Business. (s) He Is Going To Be The Responsible For Generating Business From Client With The Help Of Team. (s) He Would Be Responsible For Acquiring High Net Worth Relationships & Managing Team.
Looking for Pgdm,mba,any Graduate graduates profile.
2018-06-26 to 2018-12-24
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More Information
Location Mumbai
Education Pgdm,mba,any Graduate
Experience 4 (yrs)
Industry Financial Services
Job Type : Full-time
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