Purnartha Investment Advisors - Manager/Senior Manager - Wealth Management - HNI Acquisition & Advisory

We are currently hiring for Wealth Management, as we are Expanding our Mumbai team !

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

Designation: Manager / Sr. Manager

Job role: Wealth - HNI Acquisition & Advisory

Job Location: Mumbai

Key Responsibilities & Accountabilities

- Candidates will be responsible for catering to HNI & Ultra HNI clients

- Main Products are all out Inhouse products - PMS , MF , AIF & Advisory.

- 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 2-5 years of Sales 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

Candidates having experience in HNI - Portfolio Management will be given Priority.

Purnartha - HR Team