AVP Wealth Manager

Job description

An Opportunity You Can’t Miss by HR Department, Purnartha Investment Advisers Pvt. Ltd. Position: Cluster Head- Direct Sales (AVP) Location: Hyderabad 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: • 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