Position: Wealth Manager

Job type: Full Time, Permanent

Salary: ₹ 10,00,000 - 20,00,000 P.A.

Experience: 9 - 14 years

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Job content

Roles and Responsibilities

Position title:

Cluster Manager

Locations:

Surat

Department:

Sales & Distribution

Purpose of the Job

  • Business Head of Cluster with complete ownership of Sales, Operations and allied branch functions.
  • This position holder will be responsible for managing key relationships and ensures business development across all distribution segments (IFAs, National Distributors, Banks, PSU & Co-op Banks etc.) 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
  • Will be part of key talent pool and will be groomed for leadership roles in Regions / Zones.

Key responsibilities

  • Responsible for achieving Sales Targets of the cluster and mapped branches.
  • Formulate strategy for developing all business segments and diligent deployment of targets across segments.
  • Responsibility of top line & bottom line of the cluster.
  • Will drive Relationship Management and will take care of activities like Sales Targets, Sales patterns in the market, Market & industry analysis, generating & increasing sales, selection & motivation of agents/distributors.
  • Enhance relationship value with managed Corporate / Nat. Distributors / Agents / Banks etc within the cluster resulting in growth in business.
  • Acquisition of new and emerging business potential channels.
  • Regular monitoring of individual productivity of the team members.
  • Drive initiatives and campaign launched by Zonal/ HO.
  • Assist in creation & refining of processes followed and support systems.
  • Ensure right- selling by all team members through regular training.
  • Periodic business review of team.
  • Ensuring Compliance with regulations.


Desired Candidate Profile



Perks and Benefits



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Deadline: 20-06-2024

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