Company Description Purnartha is a leading SEBI-registered company offering research-driven Portfolio Management Services (PMS). 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 provide personalized, research-backed PMS focused on long-term wealth creation and financial growth, while ensuring transparency, trust, and a client-centric approach in all our endeavours. For more information, please visit our website at www.purnartha.com. Role Description This is a full-time on-site role for a Wealth Manager located in Chennai. The Wealth Manager will be responsible for developing personalized financial plans, managing client investments, providing investment advice, and ensuring comprehensive financial planning. Daily tasks include assessing clients' financial needs, developing investment strategies, managing investment portfolios, and coordinating with insurance providers as needed. The Wealth Manager will maintain client relationships, conduct regular portfolio reviews, and provide updates on financial and investment performance. Qualifications Financial Planning and Finance skills Investment Management and Investments expertise Knowledge and experience in Insurance Excellent analytical and problem-solving skills Strong communication and interpersonal skills Ability to work independently and collaboratively with a team Certified Financial Planner (CFP) or equivalent certification preferred Bachelor's degree in Finance, Economics, Business, or related field Show more Show less
Company Description Purnartha is a leading SEBI-registered company offering research-driven Portfolio Management Services with over a decade of experience. Inspired by the philosophy of "Vasudhaiva Kutumbakam," we aim for long-term wealth creation and financial growth for our clients. We emphasize transparency, trust, and a client-centric approach in all our endeavors. Our personalised, research-backed PMS ensures our clients' financial success. For more information, please visit our website www.purnartha.com. Role Description This is a full-time on-site role for a Senior Wealth Manager located in Mumbai. The Senior Wealth Manager will be responsible for financial planning, managing client investments, client acquisition, developing investment strategies. The role involves meeting with clients, assessing their financial goals, creating investment proposals, and managing portfolios to ensure growth and profitability. Qualifications Skills in Financial Planning and Investment Management Expertise in Investments and Finance Knowledge of equity market. Acquisition and Building AUM in Pms. Excellent analytical and problem-solving skills Strong communication and interpersonal skills Experience in client relationship management Bachelor's degree in Finance, Economics, or a related field is preferred Professional certifications such as CFA or CFP are a plus Show more Show less
Company Description Purnartha is a SEBI-registered company offering research-driven Portfolio Management Services with over a decade of experience. Inspired by the philosophy of "Vasudhaiva Kutumbakam," Purnartha provides personalised and research-backed PMS aimed at long-term wealth creation and financial growth. We prioritize transparency, trust, and a client-centric approach in all our services. For more information, please visit our website www.purnartha.com. Role Description This is a full-time, on-site role for a Wealth Manager located in Pune. The Wealth Manager will be responsible for overseeing client portfolios, developing financial plans, managing investments, and providing financial advice. Daily tasks include assessing client needs, making investment recommendations, conducting financial analyses, and ensuring that clients' investment strategies align with their financial goals. The Wealth Manager will also engage in continuous client communication to foster trust and transparency. Qualifications Proficiency in Financial Planning and Investment Management Experience with Investments and Finance Knowledge of Insurance products and strategies Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently and collaboratively Experience in wealth management or related financial services Bachelor's degree in Finance, Economics, or related field Relevant certifications (e.g., CFA, CFP) are a plus Show more Show less
Company Description Purnartha is a SEBI-registered company that offers research-driven Portfolio Management Services with a focus on long-term wealth creation and financial growth. The company's philosophy is rooted in "Vasudhaiva Kutumbakam," emphasizing client-centric approaches and transparency. Purnartha has over a decade of experience in providing personalised PMS solutions to its clients. Role Description This is a full-time on-site Equity Dealer role located in Chennai. The Equity Dealer will be responsible for stock market trading, equities, finance, and investments on a day-to-day basis. Qualifications Stock Market and Trading skills Equities and Finance knowledge Experience in investment management Strong analytical and decision-making skills Bachelor's degree in Finance, Economics, or related field SEBI certification or relevant licenses is a plus
Company Description Purnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by Vasudhaiva Kutumbakam, which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth creation and financial growth while ensuring transparency, trust, and a client-centric approach. Our headquarters is located in Pune, and further information can be found on our website www.purnartha.com. Role Description This is a full-time on-site role for a Senior Wealth Manager at our Pune office. The Senior Wealth Manager will be responsible for developing and implementing financial plans, managing client investments, and providing expertise in finance and insurance. Day-to-day tasks will involve portfolio management, client consultations, market analysis, and ensuring client satisfaction through tailored financial solutions. Qualifications Graduate / Post graduate ? Experience in direct selling of financial products like Equity/ Mutual Fund/PMS/ Derivatives sales. ? Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. ? Should have good communication & presentation skills. ? Pleasing and positive attitude. ? Should be a self-starter, proactive & target oriented. ? Relationship building skills
Company Description Purnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth creation and financial growth while ensuring transparency, trust, and a client-centric approach. Our headquarters is located in Pune, and further information can be found on our website www.purnartha.com. Role Description This is a full-time on-site role for a Senior Wealth Manager at our Pune office. The Senior Wealth Manager will be responsible for developing and implementing financial plans, managing client investments, and providing expertise in finance and insurance. Day-to-day tasks will involve portfolio management, client consultations, market analysis, and ensuring client satisfaction through tailored financial solutions. Qualifications Graduate / Post graduate ? Experience in direct selling of financial products like Equity/ Mutual Fund/PMS/ Derivatives sales. ? Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. ? Should have good communication & presentation skills. ? Pleasing and positive attitude. ? Should be a self-starter, proactive & target oriented. ? Relationship building skills Show more Show less
Company Description Purnartha is one of the leading SEBI-registered companies offering research-driven Portfolio Management Services (PMS). With over a decade of experience, our approach is inspired by "Vasudhaiva Kutumbakam," emphasizing treating our clients' investments as our own. We provide personalized, research-backed PMS focused on long-term wealth creation and financial growth, ensuring transparency, trust, and a client-centric approach. For more details, please visit our website www.purnartha.com. Role Description This is a full-time, on-site role of Wealth Relationship Manager for Chennai, Coimbatore,Kerala . The Wealth Relationship Manager will be responsible for managing your existing clients and Acquisition of New Clients, providing expert advice and financial planning strategies, and ensuring customer satisfaction with Financial Products limited to Investment Advisory/PMS/AIF only.The role includes conducting regular portfolio reviews, staying updated on market trends, and addressing client queries promptly and effectively. Qualifications Client Relationship Management and Customer Service skills Min 3yrs in Similar Role selling PMS/AIF Should be managing 50cr or above AUM currently. Managing IFA /Channel Partners would be an added advantage. Financial Planning, Wealth Management, and Investment Advisory skills Strong knowledge of market trends and financial products Excellent communication and interpersonal skills Ability to work independently and within a team Experience in the financial services industry is a plus Bachelor's or Master's degree in Finance, Business, Economics, or related field
Company Description Purnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth creation and financial growth while ensuring transparency, trust, and a client-centric approach. Our headquarters is located in Pune, and further information can be found on our website www.purnartha.com. Role Description This is a full-time on-site role for a Senior Wealth Manager at our Pune office. The Senior Wealth Manager will be responsible for developing and implementing financial plans, managing client investments, and providing expertise in finance and insurance. Day-to-day tasks will involve portfolio management, client consultations, market analysis, and ensuring client satisfaction through tailored financial solutions. Qualifications Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/PMS/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills
Position: Regional Head- Direct Sales (VP) Location: Hyderabad/ Chennai Company Overview: Purnartha is a leading SEBI-registered company offering research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth creation and financial growth, ensuring transparency, trust, and a client-centric approach in all our endeavours. For the complete list of office addresses and corresponding SEBI regional/local offices, and to access the full set of disclaimers, please refer to our website www.purnartha.com. Role Overview: As a Regional Head (playing captain role),Cluster Head, 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. Qualifications: • Relevant degree in Finance or a related field. Additional management certifications are a plus Role: Wealth Manager Industry Type: Financial Services (Broking) Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Role Category: Trading, Asset & Wealth Management Education UG: Any Graduate
JOB DISCRIPTION Designation : Asst. Mgr./Mgr./Sr. Manager/AVP Job Role : Wealth Manager HNI Acquisition Experience : 2 - 10 Years Location : Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi Key Responsibilities & Accountabilities : ? Will be responsible for primarily selling Equity based investment products. ? Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. ? Responsible for achieving targets as assigned by the organization on a monthly basis. ? Provide regular updates to the immediate superior as an when required. Required Education, Skill Set & Knowledge : ? Graduate / Post graduate ? Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. ? Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. ? Should have good communication & presentation skills. ? Pleasing and positive attitude. ? Should be a self-starter, proactive & target oriented.
Company Description Purnartha is a SEBI-registered organization specializing in research-backed Portfolio Management Services (PMS) with over a decade of experience. Guided by the philosophy of Vasudhaiva Kutumbakam, the company is committed to treating clients financial well-being as its own. Purnartha offers personalized and transparent financial solutions aimed at long-term wealth creation and financial growth. The company upholds a client-centric approach rooted in trust and transparency. To learn more, visit our website at www.purnartha.com. Role Description This is a full-time, on-site role for an Assistant Vice President, based in Bengaluru. The role involves driving business growth in HNI, UHNI and Family Office segment.Responsibilities include establishing client relationships, overseeing compliance standards, and implementing strategic plans for growth align with organisational objectives. Collaboration, leadership, and strategic planning are central to the day-to-day tasks of this role. Qualifications Strong analytical and problem-solving abilities Prior experience of minimum 8 years in the financial services, investment management industry or private banking group Should own and investment book of minimum INR 40 Crore across MF, PMS, AIF and Direct Stocks Expertise in Business Development, Account Management, Portfolio Management and Indian Stock Market Exceptional communication, negotiation, and relationship management skills Comprehensive understanding of Portfolio Management Services and financial planning Deep knowledge of compliance standards and regulations within the financial services industry A Master's degree in Business Administration, Finance, or a related field is preferred
Company Overview: Purnartha is a leading SEBI-registered company offering research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth creation and financial growth, ensuring transparency, trust, and a client-centric approach in all our endeavours. For the complete list of office addresses and corresponding SEBI regional/local offices, and to access the full set of disclaimers, please refer to our website www.purnartha.com. 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. Qualifications: • Relevant degree in Finance or a related field. Additional management certifications are a plus Role: Wealth Manager Industry Type: Financial Services (Broking)
Company Description Purnartha is a leading SEBI-registered provider of Portfolio Management Services (PMS), with over a decade of expertise in delivering research-driven investment solutions. Inspired by the philosophy of "Vasudhaiva Kutumbakam," the firm prioritizes client-centric, transparent, and trust-driven wealth management approaches. Purnartha specializes in personalized, long-term financial growth strategies backed by in-depth research. For more information, including office locations and disclaimers, visit our website at www.purnartha.com. 📢 We’re Hiring: Wealth Manager – HNI Acquisition Purnartha Investment Advisers Pvt. Ltd. Are you a passionate relationship builder with a strong background in equity-based investments? Looking to accelerate your career in wealth management? This opportunity is for you! 🎯 Role: Asst. Manager / Manager / Sr. Manager – Wealth Manager (HNI Acquisition) 📍 Locations: Pune 🕒 Experience Required: 2–5 years 🔑 Key Responsibilities Acquire HNI clients and promote equity-based investment products Identify client needs, understand risk appetite, and recommend suitable investment solutions Achieve monthly business targets set by the organization Provide regular updates and reports to senior management 🎓 What We’re Looking For Graduate / Postgraduate Experience in directly selling financial products (Equity / Mutual Funds / Commodities / Derivatives) Strong network among HNIs; candidates with 20 Cr+ AUM will be preferred Excellent communication & presentation skills Self-driven, proactive, and target-oriented approach Strong relationship management skills Positive and professional attitude 💼 If you’re ambitious, client-focused, and eager to grow in a high-performance wealth advisory environment, we’d love to connect with you.