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Job Description

Job Title: Cluster Manager


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About the Role:

Cluster Managers


Key Responsibilities:

  • Lead and manage a team of Relationship Managers to deliver revenue and AUM targets
  • Engage with HNI/ultra-HNI clients to offer personalized investment solutions
  • Guide clients on financial planning, portfolio performance, and product selection
  • Conduct market analysis to identify new business opportunities
  • Ensure high levels of customer satisfaction and compliance with regulatory standards
  • Build and promote the wealth management brand in the region
  • Monitor team performance and support talent development initiatives


Required Qualifications & Experience:

  • Graduate or Postgraduate in any discipline
  • 5–7 years of experience in wealth management, BFSI sales, or financial advisory
  • Strong leadership and communication skills
  • Experience in managing HNI relationships and driving sales performance


Key Competencies:

  • Ownership and accountability
  • Analytical thinking and financial acumen
  • Customer-centric approach
  • Team leadership and mentoring
  • Strategic thinking and execution


Why Join Us?

  • Opportunity to lead a high-impact wealth team
  • Attractive compensation and clear growth path
  • Be part of a reputed and trusted brand in India’s financial services sector


Apply now to become a part of a fast-growing Wealth Management team.

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