Cluster Manager/Team Leader - HNI Sales, Stock/Equity Broking

QuickTurtle is looking for an accomplished Cluster Manager/Team Leader to spearhead our HNI Sales team in Stock/Equity Broking. In this key leadership role, you'll be responsible for acquiring high-net-worth relationships, managing a dynamic team of Relationship Managers, and driving significant AUM growth by delivering expert financial advice.

Key Responsibilities

Acquire High Net Worth (HNI) relationships and effectively manage a team of 8-10 Relationship Managers.
Establish strong ties with HNI and Ultra HNI clients by designing and implementing tailored financial plans, ensuring they receive and execute on optimal investment advice.
Lead and coordinate with your team in the acquisition of new HNI/UHNI clients (Affluent & Super Affluent segments).
Maintain robust client relationships and actively generate Assets Under Management (AUM) from preferred clients.
Support your team in advising Affluent clients on their investments, managing their overall financial portfolios, and deepening the wallet share from existing clients.
Assist the team in tracking the Affluent & Super Affluent client segment in the market for continuous new client acquisition.
Research, investigate, and update your team on available investment opportunities and financial market trends to determine their suitability for client portfolios.
Coordinate closely with the product and research team (Centralized CFP Team) to make informed investment decisions for clients.
Conduct and assist in organizing seminars, workshops, and other business development activities to expand our client base and enhance brand presence.

What We're Looking For

Proven experience in acquiring and managing HNI/UHNI client relationships.
Demonstrated ability to lead, mentor, and motivate a team of Relationship Managers.
Deep understanding of financial planning, investment products (stocks, equity broking), and market trends.
Strong analytical skills to identify investment opportunities and assess client portfolios.
Exceptional communication and interpersonal skills to build trust and advise high-net-worth individuals.

Cluster Manager/Team Leader HNI Sales, Stock / Equity Broking