Description:
Purnartha is a SEBI registered investment advisory company, having over 14 years of proven track record ,providing equity research and asset analytics services to global financial institutions. We provide equity focused investment advisor services under our flagship brand Purnartha your trusted partner in wealth creation. In the last nine (9) years, we have designed and driven our long-term wealth generation philosophy and have a stellar performance record. The Purnartha portfolio has delivered a CAGR of 46% as against 15.18% of the NIFTY index. We have a qualified and experienced research team comprising of Chartered Accountants with experience in markets, Chartered Financial Analysts, MBAs from Indian and global schools. We are led by an experienced and dynamic leadership team.
Advantage Purnartha:
- Independent, unbiased financial advice. We are not a brokerage house!
- Long term investment philosophy to generate wealth for investors
- Generated 46% returns (CAGR) since 1st April, 2009 whereas NIFTY has returned 15.18%
- We value investors quality of life - research experts to crunch numbers
- Communication platform for performance tracking
- Participate in Indias growth story
Job Role Channel Partner DSA/Channel/Advisors Acquisition:
- Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices
- Responsible for business development through alliances
- Devise appropriate marketing and promotional strategies that lead to deliver better ROI
- Set-up a team of relationship managers for acquisition of IFAs,sub-brokers
Required Educational, Skill Set & Knowledge:
- 3- 7 yrs. experience into direct selling of financial products from any financial services industry
- Pleasing and positive attitude
- Should be a self-starter, proactive & target oriented.
- Relationship building skills
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