Position: Cluster Head- IFA Channel (AVP)

Location: Pune/Mumbai

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 IFA, 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:

Plan and deliver growth in sales through various initiatives designed for building long relationships with

distributors

- Identify, research, and contact prospective distributors and onboard them which will help generate future

sales

- Deepen the market penetration in respective geographies.

- Achieve set sales targets through a consistent sales effort by establishing annual, quarterly, monthly, or





weekly sales plans and initiatives

- Maintain meeting reports and diligently follow the sales process of the organization.

- Drive profitability & market share from the sourced AUM.

- Maintain & prioritize regular contact with channel partners to sustain and improve the relationship to

facilitate business growth

- Ensure our distributors have a detailed understanding of our funds & products

- Coordinate and lead distributor events, training initiatives offered to distributors, Fund manager calls and

Investor Education initiatives in your geography

- Offer support to channel partners on marketing material, product information, investment strategies,

investment outlook and joint calls with prospective investors Sales support & market intelligence

- Coordinate with product and research team to provide support to the channel partners.

- Collect market & competitor intelligence on investment strategies, engagement efforts and talent and

share with the management team.

We are looking at candidates from mutual fund companies , having exp in IFA channel sales

Desired Profile:

- Experience: Proven success in sales and managing AUM of 50 crores+, with leadership

experience.

- Product Knowledge: Expertise in PMS , AIF and investment products.
- Skills: Solid leadership, interpersonal skills, and strategic thinking.

📌 Cluster Head-Channel Sales (Mumbai)
🏢 Purnartha Investment Advisors
📍 Mumbai