Purnartha Investment Advisors - Relationship Manager/Wealth Manager - HNI

We are currently hiring for Wealth Manager position.

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

Designation: Manager / Sr. Manager

Job role: Wealth Manager - HNI Acquisition

Job Location: Mumbai

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 2yrs-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 Client Acquisition & HNI Wealth Advisory can apply for this position.

Purnartha