Wealth Cluster Mgr (Affluent Channel) Securities Ahemdabad , bangalore

From 6 to 11 year(s) of experience
₹ 6,00,000 - 12,00,000 P.A.

Job Description

Leading Securities Firm Hiring Cluster Head Affluent Channel

MUMBAI/ Ahmedabad/ Hyderabad/ Bangalore


4+ yrs experience
25L and above wealth products to pitch

Branches will be mapped

Broking wealth candidates can apply 

Excellent Communication Skills 

Roles and Responsibilities

CRL is the brand Ambassador of the company. Its very important that CRL understand basic tricks of job. Thorough on the market. Very Strong in Channel Management.

Influencing the Channel & achieving the revenue Targets.

Driving business in the designated territory through sales of various investment products using the allocated bank channels

To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships

Continuous training of Channel on products & processes to get maximum output.

Specific Role Responsibilities / Core Duties:

1. New Client acquisition through Bank Channel Partner

2. Achieve revenue targets

3. Activate bank channels in designated territory

4. Relationship Management with all the bank team members

5. Aligning activities in line with bank activities to maximize business numbers

6. Keep abreast of the Products, market news, financial trends and current affairs

7. Training to Bank Channel Partners

8. Joint client call with Bank channel Partner

9. Lead generation activity with Bank Resource

10. Business MIS & Reporting

11. Upgrading Skills & knowledge

Team Reporting: Stake Holder Management Driving the Bank Channel

Desired Candidate Profile

Skill Sets:

Education Qualifications : Graduate / Post Graduate/MBA Marketing & Finance

Language Reading/Writing/Speaking: English, Hindi, Regional Language

Knowledge : Market, Economy, All product offerings, Financial terminology


Communication, Public Relations, Relationship Management, Orientation, Leadership, Good sales acumen, Negotiation, Closing, Interpersonal skill, Presentation, Persuasion, Patience, Oratory. Listening

Abilities: Well read person, commanding Language, Influencing the Channel Partners, Passionate for subject

Personality traits: Smiling Personality, Well dressed, Mixing nature & conducive environment, Trustworthy, Integrity, Ethical Honesty, Integrity, Organized, Disciplined

Personality traits: Quick Learner, Decisive, Good & Clear Communication Skills

Perks and Benefits

Attractive Incentive Policy

Scope of growth to Regional / Zonal Level position

Competitive Compensation

Role : Cluster Relationship Leader

Industry Type : Broking, Capital Market

Functional Area : Sales, Retail, Business Development, Wealth management

Employment Type : Full Time, Permanent

Role Category :Wealth Management

Education : MBA Marketing or Sales or Finance

Experience : 6 Years to 10 Years

Role:Business Development Manager (BDM)

Salary: 6,00,000 - 12,00,000 P.A.


Functional Area:Sales & Business Development

Role Category:BD / Pre Sales

Employment Type:Full Time, Permanent


UG:Any Graduate

PG:Any Postgraduate

Doctorate:Any Doctorate

Company Profile

Quotient Consultancy

Leading Securities Firm

Company Info
View Contact Details+

Contact Company:Quotient Consultancy