Cluster Head

Company Description

Purnartha is one of the leading SEBI-registered companies offering research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by Vasudhaiva Kutumbakam, which emphasizes doing for our clients what we would do for ourselves. We offer personalized, research-backed PMS aimed at long-term wealth creation and financial growth, ensuring transparency, trust, and a client-centric approach in all our endeavors. For more information, visit our website at www.purnartha.com.

Role Description

This is a full-time on-site role for a Senior Wealth Manager/Cluster Head located in Chennai. The Senior Wealth Manager/Cluster Head will be responsible for developing and managing client portfolios, providing financial advice, managing investments, and ensuring the financial growth and satisfaction of clients. The role involves daily tasks such as acquisition, financial planning, investment management, conducting client meetings, and building AUM long-term client relationships. Products are PMS, Mutual Funds and Equity Advisory.

Qualifications

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.