Purnartha Investment Advisors - Assistant Manager/Manager/Senior Manager - Wealth Management - HNI AcquisitionPURNARTHA INVESTMENT ADVISERS PRIVATE LIMITED • Ahmedabad, India
Purnartha Investment Advisors - Assistant Manager / Manager / Senior Manager - Wealth Management - HNI Acquisition
PURNARTHA INVESTMENT ADVISERS PRIVATE LIMITED • Ahmedabad, India
22 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)
Create a job alert for this search
Investment Manager • Ahmedabad, India
Related jobs![CA | Opportunity in Transaction Advisory Team [M&A and Deals] - (Tax, Regulatory and Financial Advis](https://cdn-logos.talent.com/v1/logo/image?feedcode=whatjobs-in&company_name=K%20P%20Shah%20Associates%2C%20Chartered%20Accountants%20(KPSA))
CA | Opportunity in Transaction Advisory Team [M&A and Deals] - (Tax, Regulatory and Financial Advis
K P Shah Associates, Chartered Accountants (KPSA) • Ahmedabad, India
Opening in Transaction Advisory Team : Chartered Accountant with 2-4 years of experience in the field of Tax & Regulatory Advisory + fair understanding of financial aspects relevant for strategic b...Show more
Last updated: 30+ days ago • Promoted
Financial Solutions Advisor
YES BANK • Ahmedabad, Republic Of India, IN
Relationship Manager - SM / AVP.Small Enterprises (SE) - Working Capital Products.We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team....Show more
Last updated: 2 days ago • Promoted
Assistant Manager / Manager - Transaction Advisory
Sikich India • Ahmedabad, Gujarat, India
Transaction Advisory Assistant Manager / Manager.The successful candidate will play a key role in managing buy-side and sell-side financial due diligence engagements, analyzing financial data, and pr...Show more
Last updated: 30+ days ago • Promoted
Wealth Manager
Motilal Oswal Financial Services Ltd • Ahmedabad, IN
Motilal Oswal Financial Services Limit (MOFSL).Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.Maintaining...Show more
Last updated: 17 days ago • Promoted
Wealth Management Associate
Anand Rathi Wealth Limited • Ahmedabad, Republic Of India, IN
An Account Manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.Financial Planning, Portfolio Strategy and Reporting.
Assisting the RM in making of fi...Show more
Last updated: 30+ days ago • Promoted
Transaction Advisory Manager
Sikich India • Ahmedabad, Republic Of India, IN
Transaction Advisory Assistant Manager / Manager.The successful candidate will play a key role in managing buy-side and sell-side financial due diligence engagements, analyzing financial data, and pr...Show more
Last updated: 30+ days ago • Promoted
Investor Relations Manager
Zigsaw • Ahmedabad, IN
We’re Hiring : Investor Relations & Fundraising Manager / Principal.Experience : 5–10 years of experience in venture capital, private equity, investor relations, or fundraising.We are an early-stage ...Show more
Last updated: 1 day ago • Promoted
Portfolio Advisor
Anand Rathi Wealth Limited • Ahmedabad, Republic Of India, IN
An Account Manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.Financial Planning, Portfolio Strategy and Reporting.
Assisting the RM in making of fi...Show more
Last updated: 30+ days ago • Promoted
Investment Relationship Manager
HDFC securities • Ahmedabad, Republic Of India, IN
Relationship Manager / Senior Relationship Manager - Ahmedabad.Execution of trade orders on behalf of clients.Building relationships with clients & educating them about Investments.Buying and selling...Show more
Last updated: 22 days ago • Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers Ltd • Ahmedabad, Gujarat, India
The Preferred Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S)he would be responsible for acquiring High Ne...Show more
Last updated: 30+ days ago • Promoted
HNI Sales Manager
KG Engineering & Consultancy • Ahmedabad, Republic Of India, IN
Job Description – Cluster Manager / Team Leader – HNI Sales SUMMARY : - The Cluster Manager-Wealth is the ultimate face of the business.
S) He is going to be the responsible for generating business fro...Show more
Last updated: 25 days ago • Promoted
Senior Investment Professional
SLK • Ahmedabad, IN
Job Description – Senior Investment Professional.Senior Investment Professional.Remote work based in India (Full-Time).SLK is a specialist climate change and healthcare advisory firm dedicated to a...Show more
Last updated: 30+ days ago • Promoted
Hyperion Financial Management Lead Consultant
Cube Hub Inc. • Ahmedabad, IN
Job Title : Hyperion Financial Management (HFM) Lead Consultant – Remote (India, EST hours).Hyperion Financial Management Lead Consultant.
Open to any geographic area, however, they MUST be able to w...Show more
Last updated: 4 days ago • Promoted
RM IP - Affluent Wealth
KG Engineering & Consultancy • Ahmedabad, Gujarat, India
Role Designation : Sr RM / RM Investment Products.Department : Investment Products.Function : Sales / Wealth Management.The role would require to cater to investment needs of mass affluent clients.To meet...Show more
Last updated: 24 days ago • Promoted
Deputy Manager Finance
Cadila Pharmaceuticals Limited • Ahmedabad, Gujarat, India
Closely working with SBU Head to help them achieve their monthly target of top line as well as bottom line.Help the Divisional head, Vertical head and SBU head to understand properly monthly profit...Show more
Last updated: 9 days ago • Promoted
Wealth Management Advisor
KG Engineering & Consultancy • Ahmedabad, Republic Of India, IN
Job Title : PCG (Private Client Group) Advisor.Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
Individually handling clients with the book size of 25 lacs & above.Cre...Show more
Last updated: 30+ days ago • Promoted
Wealth Management Team Lead
KG Engineering & Consultancy • Ahmedabad, Republic Of India, IN
Job Description – Cluster Manager / Team Leader – HNI Sales SUMMARY : - The Cluster Manager-Wealth is the ultimate face of the business.
S) He is going to be the responsible for generating business fro...Show more
Last updated: 30+ days ago • Promoted
Associate Manager, Strategic Advisory
POST A RESUME • Ahmedabad, Republic Of India, IN
We are seeking a highly motivated and detail-oriented Assistant Manager – Strategic Consulting to join our team.The ideal candidate will play a key role in planning, executing, and managing Bid Adv...Show more
Last updated: less than 1 hour ago • Promoted • New!