Purnartha Investment Advisors - Assistant Manager / Manager / Senior Manager - Wealth Management - HNI Acquisition
PURNARTHA INVESTMENT ADVISERS PRIVATE LIMITEDGujarat, India16 days ago
Job descriptionGraduate / Post graduate Experience in direct selling of financial products like Equity / Mutual Fund / Commodity / Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills
JOB DISCRIPTION :
Designation : Asst. Mgr. / Mgr. / Sr. Manager
Job Role : Wealth Manager - HNI Acquisition 2 - 5 Years Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi
Key Responsibilities & Will be responsible for primarily selling Equity based investment products.
- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
- Responsible for achieving targets as assigned by the organization on a monthly basis.
- Provide regular updates to the immediate superior as an when required.
Required Education, Skill Set & Knowledge :
(ref : iimjobs.com)
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Investment Manager • Gujarat, India
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