Jobs
Interviews
Jobs Reviews Interview Questions Photos
1 Job openings at Purnartha Investment Advisors
About Purnartha Investment Advisors

Purnartha Investment Advisors is a financial advisory firm specializing in asset management and investment strategies. They provide tailored investment solutions to individual and institutional clients.

Cluster Head

Pune

9 - 14 years

INR 8.0 - 18.0 Lacs P.A.

Work from Office

Full Time

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 Business through Retail and Institutional Sales. Formulising Incentive Schemes from time to time. Developing Retention Strategies.Role & responsibilities Preferred candidate profile 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.

FIND ON MAP

Purnartha Investment Advisors

Purnartha Investment Advisors
|

Financial Services

Mumbai

50-100 Employees

1 Jobs

Company Reviews

View Reviews
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play App Store

Similar Companies

Job Titles Overview