Regional HR at Purnartha Investment Advisers Pvt Ltd.
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Purnarthas - Cluster Manager - Sales (7-15 yrs)
- 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.
- 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.
- Candidate must have 7+ years of experience into wealth management in Team Handling.
- Should have a good knowledge about equity market.