Cluster/Regional Sales Manager - Wealth

Key Responsibilities:

- Drive Wealth Management business across the assigned region through team-led sourcing.

- Manage and lead a team of Relationship Managers/Sales Managers to achieve business objectives.

- Ensure achievement of regional targets for AUM growth, revenue generation, Mutual Funds, PMS, AIF, Bonds, Structured Products, and other investment solutions.

- Monitor team productivity, sales funnel, conversions, and client acquisition metrics.

- Recruit, train, coach, and develop high-performing sales teams.

- Build strong relationships with HNI/UHNI clients through the team and support key client engagements when required.

- Collaborate with product, operations, and compliance teams to ensure seamless customer experience.

- Conduct regular performance reviews and implement action plans to improve regional performance.

- Ensure adherence to regulatory and compliance guidelines.

Preferred candidate profile:

- Graduate/Post Graduate with preference for MBA/Finance specialization.

- NISM certifications preferred.

- 8-10 years of experience in Wealth Management, Private Banking, AMC, Broking, NBFC, or Financial Services.

- Minimum 3-5 years of team handling experience in wealth/investment products.

- Strong understanding of Mutual Funds, PMS, AIF, Bonds, Insurance, and Investment Advisory solutions.

- Proven track record of achieving sales and revenue targets through team management.

- Excellent leadership, stakeholder management, and client relationship skills.