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18/01 Ashish Shrivastava
Associate Director HR at Purnartha Investment Advisers Private Limited

Views:7625 Applications:219 Rec. Actions:Recruiter Actions:78

Purnartha Investment Advisors - Cluster Head - Wealth Management (8-15 yrs)

Ahmedabad/Bangalore/Chennai/Delhi/Kolkata/Pune Job Code: 655493

Key Responsibilities & Accountabilities :

- Understanding business needs, its strategic direction and identifying initiatives that will allow a business to meet those strategic goals.

- Creating a systematic approach to increase reach through potential mapping and sales planning.

- Developing strong market knowledge of existing and potential clients and ensuring business growth opportunities aligned to company's strategic plans.

- Continually assess our marketing techniques and their efficacy in affecting sales.

- Set the precedent for excellence through leading by example

Team Handling :

- Strong personality with excellent communication skills and presentation skills to exclude the final meeting with the clients.

- Lead team of Wealth Managers / Relationship Managers.

- Advice HNI/UHNI clients with the assistance of in-house experts on their business need related to Corporate Finance, M & A, and Private Equity, assessing their risk appetite and providing them investment options.

- Periodic review of target v/s actual achievement of Wealth Managers.

- Developing Business through Retail and Institutional Sales.

- Formalizing Incentive Schemes from time to time.

- Developing Retention Strategies.

Key Competencies :

- Business Excellence & Innovation

- Business Transformation

- Techno-commercial Operations

- Entrepreneurship & Networking

- Market & Competitor Analysis

- Profit Centre Operations

- Go-to-Market Strategy

Required Education, Skill Set & Knowledge :

- MBA in Marketing/Finance from reputed Tier I Institute.

- Minimum 8 - 15 years Sales experience of financial products from any financial services industry.

- Equity/ Mutual Fund sales experience is Must.

- Team Handling experience of more than 3 years.

- Should have good communication & presentation skills.

- Pleasing and positive attitude.

- Should be a Team player, proactive & target oriented.

- Relationship building skills.


Salary : CTC + Incentives which can be earned in 7 figures in a year.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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