Associate Director HR at Purnartha Investment Advisers Private Limited
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Purnartha Investment Advisors - Cluster Head - Wealth Management (8-15 yrs)
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.
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