Purnartha Investment Advisers Pvt. Ltd. - Assistant Manager / Manager / Senior Manager ( Wealth Manager - HNI Acquisition)

Company- Purnartha Investment Advisers Pvt. Ltd. ( https://www.purnartha.com/ )

Designation: Assistant Wealth Manager / Wealth Manager / Senior Wealth Manager

Job Role:- Wealth Manager - HNI Acquisition

Experience:- 2-10 Years ( 5+ Years for Bangalore)

Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi

WorkMode- OnSite

Key Responsibilities & Accountabilities:

Responsible for primarily selling equity-based investment products.

Identify customer needs, assess their risk appetite, and provide suitable investment

options.

Achieve targets assigned by the organization on a monthly basis.

Provide regular updates to the immediate superior as and when required.

Required Education, Skill Set & Knowledge:-

Graduate / Postgraduate.

Experience in direct selling of financial products such as equity, mutual funds, commodities, or derivatives.

Candidates with Assets Under Management (AUM) of 20 Cr and above, along withstrong HNI connections, will have an added advantage.
Good communication and presentation skills.
Pleasing personality with a positive attitude.
Self-starter, proactive, and target-oriented with strong relationship-building skills.