Samir Mohite
Vice President-Sales
- Role
- Vice President-sales at Purnartha Pms
- Location
- Pune, MH, IN
- LinkedIn followers
- 500 followers
About Samir Mohite
A results-driven sales leader with 15+ years of experience in wealth management, equity advisory, and institutional PMS sales, progressing through key roles at ICICI Securities, Kotak Securities, HDFC Bank and Purnartha PMS. Proven track record of acquiring and managing HNI/UHNI clients, driving multi-city sales performance, building high-impact teams, and delivering consistent AUM and revenue growth. Experienced in institutional tie-ups, channel partnerships, portfolio conversations, and strategic market expansion. Known for strong relationship management, deep market understanding, and a commitment to ethical, client-centric advisory that supports sustainable business growth in the PMS industry.
Experience
Vice President-sales
Apr 2025 — Present · IN
Driving growth for Purnartha PMS by leading the direct sales function across a multi-city cluster. Responsible for scaling AUM, acquiring HNI & UHNI clients, and building a strong on-ground sales ecosystem. I lead a high-performance team of sales and relationship managers, ensuring consistent revenue delivery, market expansion, and superior client engagement.My focus areas include strategic client acquisition, portfolio conversations, developing referral networks, and strengthening Purnartha’s brand presence in the region. I work closely with Research, Advisory, Operations, and Marketing teams to deliver a seamless and compliant investment experience.Passionate about building motivated teams, enabling wealth creation for clients, and driving sustainable business growth in the PMS space.
Education
Savitribai Phule Pune University
Bachelor in pharmacy, Pharmaceutical Sciences
2003 — 2007
International university of belgium
MBA, FINANCE & MARKETING
2008 — 2010
Skills
- Equities
- Wealth Management
- Banking
- Brokers
- Relationship Management
- Trading
- Investment Banking
- Broking
- Finance
- Capital Markets
- Portfolio Management
- Financial Services
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.