We are currently expanding our Wealth Management Vertical PAN India We have opening at Individual level as well as Team Handling level, we are also open to hire Cluster Head who can move in with their team to Purnartha. Company Link: https://www.purnartha.com/Purnartha/about-us.aspx Designation: AVP / Cluster Head Job role: Wealth Manager - Team Handling Job Location: Mumbai Salary: 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 with Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. - Candidates having AUM (Asset under Management) 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 Regards Team HR

Mumbai

Purnartha Investment Advisors - AVP/Cluster Head - Wealth Management 

Purnartha Investment Advisors - AVP/Cluster Head - Wealth Management  ,Job Description for Purnartha Investment Advisors - AVP/Cluster Head - Wealth Management  in Purnartha Investment Advisers Private Limited in  Mumbai for (5-9) years of experience. Apply Now!

Job Description for Purnartha Investment Advisors - AVP/Cluster Head - Wealth Management  in Purnartha Investment Advisers Private Limited in  Mumbai for (5-9) years of experience. Apply Now!