Cluster Head - Maharashtra (Investments)

Why Join us
We are redefining wealth management in India by combining innovation, technology, and human expertise. As a Cluster Manager, you will have the opportunity to build your own network, lead dynamic teams, and play a key role in shaping the companys growth story.
Role Overview
The Cluster Manager will be responsible for identifying high-potential locations
within the assigned territory, establishing new branches, recruiting skilled
professionals, and building a strong Independent Financial Advisor (IFA) network.
This role demands a mix of entrepreneurial mindset, leadership capability, and
sales execution expertise to drive the growth and profitability.
Key Responsibilities

• Branch Development & Team Building
• Identify the most suitable cities/locations within the cluster to establish new Wealthy branches.
• Set up branches with the right infrastructure and staffing, ensuring employees have relevant financial services experience.
• Recruit, train, and retain high-performing team members, fostering a culture of accountability and achievement.
• IFA Network Expansion

• Grow the IFA network by recruiting experienced ARN holders and onboarding new entrants by helping them obtain ARN licenses.
• Support IFAs in selling a wide range of financial products, including mutual funds, insurance, equity, and other investment solutions.
• Sales Process Implementation
• Execute the sales strategies and processes designed by the management.
• Monitor adherence to sales systems and ensure consistent pipeline building and client engagement activities.
• Training & Motivation
• Keep the workforce well-trained on product knowledge, compliance norms, and client servicing.
• Motivate and guide the team to strive for higher sales milestones and achieve recognition through awards and incentives.
• Performance & Growth Leadership
• Continuously track performance metrics for branches, IFAs, and sales teams, ensuring targets are met or exceeded.
• Show entrepreneurial drive in growing the clusters revenue and profitability.
• Identify opportunities for business expansion and process improvements.
  

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Skills & Competencies

• Proven leadership and team management skills.
• Strong understanding of financial products and the IFA business model.
• Entrepreneurial mindset with a focus on business growth and profitability.
• Ability to inspire, coach, and retain high-performing teams.
• Excellent communication, negotiation, and relationship-building skills.
  

Qualifications & Experience

• Graduate/MBA in Finance, Business, or related field.
• 712 years of experience in financial services, wealth management, or distribution business, with at least 3 years in a leadership role.
• Experience in setting up branches and expanding distribution networks is preferred.
• NISM Mutual Fund and other relevant certifications are an added advantage.
  

Skills: leadership,sales,management