Cluster Head

2 days ago

Hyderabad, Telangana, India Purnartha PMS Full time ₹ 15,00,000 - ₹ 25,00,000 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)

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