Purnartha Investment Advisors - Manager/Senior Manager/AVP - Wealth Management - HNI & Ultra HNI Clients

Wealth Management - HNI & Ultra HNI Clients

We are currently expanding our Mumbai team - we are open with CTC & Designation with right candidate.

We are currently hiring for wealth position. Please go through the following details and let us know good time to connect with you.

Company Link : https://www.purnartha.com/Purnartha/about-us.aspx

Designation : Mgr./Sr. Manager/AVP

Job role : Wealth Manager - HNI Acquisition

Job Location : Mumbai

Salary : Open Brackets

Key Responsibilities & Accountabilities :

- Will be responsible for primarily selling Equity based investment products Like Advisory services, PMS , AIF.

- 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 2 yrs- 5 years of 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