Cluster Manager

TRUFEDU BUDGETARY EDUCATION PVT LTD

Position title: Cluster Managers

Locations: All Locations

Department: Sales & Distribution (Financial Planning)

Grade: Sr Manager / AVP

Organizational relationships

Reports to: Financial Counsellor & Senior Lead Counsellor r/Sr. Senior Lead Counsellor / Regional

Head / Head of Department/ Deputy Ceo

Purpose of the Job

Train & Motivate all the Financial Counsellor and guide him to achieve all the business

number for the month. Along with that you have to achieve your own target with complete

ownership of Sales, Operations and allied branch functions with Financial Planning for

Clients.

This position holder will be responsible for managing key relationships and ensures

business development across all distribution segments and manage Corporate & SMEs at

all branch locations of the Cluster.

Will play a strategic role in the future growth and expansion of the organization

.

Key responsibilities Responsible for achieving Sales for wealth solutions, acquiring HNI/UHNI(its an

individual role).

Solutions: Mutual fund, Insurance, and other Wealth products along with Loan Book

.

Acquisition of new HNI & UHNI Clients.

Ensure right- selling by all team members through regular training & product Knowledge.

Ensuring Compliance with regulations.

Behavioral Competencies Confident & Assertive

Good Communicational skills abilities and pleasing personality

Negotiation Skills

Ability to motivate and manage team/People Management.

IRDA & AMFI Certified is mandatory to complete with 3 month of joining

Role Specific Competencies: Excellent Team Management & Leadership Skills

Should be having a pleasing & smart personality.

Key account management skills.

Should have an eye for detail.

Product knowledge.

Market knowledge / extensively networked.

Formal Qualifications / Prior

Work Exp

Graduate / MBA or .

AMFI certification compulsory within three month of joining

EXP – Min 5 Years

Personal Laptop Mandatory

• Experience

  6 - 10 Years

• No. of Openings

  30

• Education

  B.Com, B.E, Chartered Accountant, M.B.A/PGDM, Any Bachelor Degree, Post Graduate Diploma

• Role

  Cluster Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office