Cluster Head5 min read

Job Title

Cluster Head

Company Profile

• Trufedu has been set up with the objective of creating the largest and most valuable platform for financial services serving a client base of financial institutions, corporates, small enterprises, and individuals that lack efficient access to financial services.

Job Profile & Responsibilities

• 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.
• 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.

Preferred Qualifications

• Graduate / MBA or C.A.
• AMFI certification compulsory within three month of joining.
• CWM certification is an added advantage.

Desired Candidate Profile

• 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.
• Min 5 Years of relevant experience.

Additional Details

• 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.