Cluster Head - Wealth

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 11 hours ago
8-13 years
Kolkata
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 11 Jan 2027

Posted: 11 hours ago
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Job Description

Lead cluster-level Wealth business and achieve revenue and market share targets. Build and retain HNI/UHNI relationships and drive new client acquisition. Guide teams on financial planning, portfolio management and investment solutions

Required Candidate profile

Analyze portfolio performance and business data, identify market opportunities, strengthen client engagement, support marketing initiatives, and ensure service quality, risk management.

Skills

Wealth ManagementManagementMutual FundsClustering

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