Cluster Head

2 days ago

Hyderabad, Telangana, India Purnartha PMS Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Company Overview: Purnartha is a leading SEBI-registered company offering research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth creation and financial growth, ensuring transparency, trust, and a client-centric approach in all our endeavours. For the complete list of office addresses and corresponding SEBI regional/local offices, and to access the full set of disclaimers, please refer to our website

Role Overview: As a Cluster Head (playing captain role) Private Wealth Manager, you will lead a team of Private Wealth Managers while focusing on client acquisition and management. Your role includes driving team performance and expanding our client base.

Key Responsibilities:


• Leadership: Mentor and motivate a team of Private Wealth Managers to achieve targets and enhance performance.


• Client Acquisition: Develop strategies to attract HNI/UHNI clients through networking and referrals.


• Sales & Advisory: Oversee the sale of PMS, AIFs, and other investment products, ensuring effective client solutions.


• Relationship Building: Cultivate and maintain strong client relationships to increase Assets Under Management (AUM).


• Target Achievement: Drive team efforts to meet and exceed client acquisition and AUM targets.

Desired Profile:


• Experience: Proven success in sales and managing AUM of 50 crores+, with leadership experience.


• Product Knowledge: Expertise in PMS and investment products.


• Skills: Strong leadership, interpersonal skills, and strategic thinking.

Qualifications:


• Relevant degree in Finance or a related field. Additional management certifications are a plus

Role: Wealth Manager

Industry Type: Financial Services (Broking)

Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Role Category: Trading, Asset & Wealth Management

Education UG: Any Graduate

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