Manager/ Senior Manager - Wealth - 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 - Responsible for managing HNI clients and acquiring new customers through referrals, meetups, camps, and client calls - Maintaining client relationships and generating AUM from preferred clients through asset allocation, portfolio management, and retirement planning - Advising Affluent clients on their Investments and managing their overall financial portfolio whilst deepening the wallet from existing clients through referrals from existing clients - To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into client's portfolios

Bangalore

Hyderabad

Chennai

Delhi NCR

Purnartha Investment Advisors - Manager/Senior Manager - Wealth 

Purnartha Investment Advisors - Manager/Senior Manager - Wealth  ,Job Description for Purnartha Investment Advisors - Manager/Senior Manager - Wealth  in Purnartha Investment Advisers Pvt Ltd in  Bangalore Hyderabad Chennai Delhi NCR for (4-10) years of experience. Apply Now!

Job Description for Purnartha Investment Advisors - Manager/Senior Manager - Wealth  in Purnartha Investment Advisers Pvt Ltd in  Bangalore Hyderabad Chennai Delhi NCR for (4-10) years of experience. Apply Now!