Purnartha Investment Advisers Pvt. Ltd. - Assistant Manager / Manager / Senior Manager ( Wealth Mana

Company- Purnartha Investment Advisers Pvt. Ltd. ( )

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.
\n • Good communication and presentation skills.
\n • Pleasing personality with a positive attitude.
\n • Self-starter, proactive, and target-oriented with strong relationship-building skills.