Cluster Head - Maharashtra (Investments)

- Branch Development & Team Building: - Identify suitable cities/locations to establish new Wealthy branches. - Set up branches with the right infrastructure and staffing. - Recruit, train, and retain high-performing team members. - IFA Network Expansion: - Grow the IFA network by recruiting experienced ARN holders. - Support IFAs in selling various financial products. - Sales Process Implementation: - Execute sales strategies and processes designed by management. - Monitor adherence to sales systems and ensure consistent pipeline building. - Training & Motivation: - Keep the workforce well-trained on product knowledge and compliance norms. - Motivate and guide the team to achieve higher sales milestones. - Performance & Growth Leadership: - Continuously track performance metrics for branches, IFAs, and sales teams. - Identify opportunities for business expansion and process improvements. Qualifications & Experience: - Graduate/MBA in Finance, Business, or related field. - 712 years of experience in financial services, wealth management, or distribution business. - At least 3 years of experience in a leadership role. - Experience in setting up branches and expanding distribution networks preferred. - NISM Mutual Fund and other relevant certifications are an added advantage. Join us in this exciting journey of reshaping wealth management in India and be a part of a dynamic team that values leadership, sales, and management skills.