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

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 :

(ref : iimjobs.com)