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

Description:

Job Role: Wealth Manager Institutional Sales

Experience: 2 - 8 Years

Location: 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:

- Graduate / Post graduate 4 - 8 years of Sales experience in Institutional and Channel Sales of financial products from any financial services industry.

- Equity/ Mutual Fund sales experience is preferred.

- Should have good communication & presentation skills.

- Pleasing and positive attitude.

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

- Relationship building skills.