Purnartha Investment Advisors - Assistant Manager / Manager / Senior Manager - Wealth Management - Institutional Sales

PURNARTHA INVESTMENT ADVISERS PRIVATE LIMITEDPune, India

1 day ago

Job description

Asst. Mgr. / Mgr. / Sr. Manager

Job Role : Wealth Manager Institutional 2 - 8 Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi

Key Responsibilities & Accountabilities :

Will be responsible for primarily selling Equity based investment products.
To drive business with Purnartha s institutional partners by engaging with them regularly in a structured format at Regional level and central level.
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 :

Graduate / Post graduate 4 - 8 years of Sales experience in Institutional and Channel Sales of financial products from any financial services industry.

Equity / Mutual Fund sales experience is preferred.

Should have good communication & presentation skills.

Pleasing and positive attitude.

Should be a self-starter, proactive & target oriented.

Relationship building skills.

(ref : iimjobs.com)

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Investment Manager • Pune, India