Purnartha Investment Advisors - Assistant Manager/Manager/Senior Manager - Wealth Management - HNI Acquisition

JOB DISCRIPTION:

Designation: Asst. Mgr./Mgr./Sr. Manager

Job Role: Wealth Manager - HNI Acquisition

Experience: 2 - 5 Years

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

Key Responsibilities & Accountabilities:

- Will be responsible for primarily selling Equity based investment products.

- 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

- Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales.

- Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage.

- Should have good communication & presentation skills.

- Pleasing and positive attitude.

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

- Relationship building skills