Cluster Head Affluent

About the Role: We are seeking highly energetic and self-motivated professionals with a passion for creating holistic, technology-driven wealth management experiences. The ideal candidate will possess strong strategic thinking, analytical, and problem-solving skills, coupled with excellent communication and stakeholder management abilities. You will lead business development initiatives, manage high-value client relationships, and deliver superior investment advisory services tailored to HNI and UHNI clients. Key Responsibilities: Drive business development and client acquisition for HNI and UHNI segments. Act as a trusted financial advisor by providing bespoke investment solutions aligned with client goals. Collaborate with Research and Advisory teams to design holistic wealth management strategies. Track market trends, investment opportunities, and client portfolios to ensure superior financial performance. Formulate and execute outbound and inbound sales strategies to grow the clien...