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