Mysore/Mangalore/Udupi, Lucknow– www.purnartha.com – 10/12/2022

Salary – Based on current CTC

Job Title

Cluster Head

Company Profile

  • Purnartha is a SEBI registered investment advisor having over 14 years of providing equity research and asset analytics services to global financial institutions. We provide equity focused investment advisor services under our flagship brand “Purnartha – Your Trusted Partner in Wealth Creation”. We have a qualified and experienced research team comprising of Chartered Accountants with experience in markets, Chartered Financial Analysts, MBAs from Indian and global schools. We are led by an experienced and dynamic leadership team.

Job Profile & Responsibilities

  • 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.

Preferred Qualifications

  • MBA in Marketing/Finance from reputed Institute.
  • CWM Certification would be an added advantage.

Desired Candidate Profile

  • 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.

Additional Details

  • A great place to learn and grow.
  • We believe that good decisions can come from anywhere.
  • Value for dedication, trust / integrity & self-discipline.
  • We are result oriented.
  • Flexi timings.
  • We appreciate team work.
  • Staff welfare activities & initiatives.
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