Purnartha Investment Advisers - Cluster Head - Wealth Management

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 needs 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 Retention Strategies