Cluster Head

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 www.purnartha.com.

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 :

Qualifications :

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

Skills Required

Strategic Thinking, Leadership, Pms, investment products