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29/05 Ashish Shrivastava
Associate Director HR at Purnartha Investment Advisers Private Limited

Views:3259 Applications:439 Rec. Actions:Recruiter Actions:134

Purnartha Investment Advisors - Wealth Manager - HNI Acquisition (2-10 yrs)

Anywhere in India/Multiple Locations Job Code: 825207

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 / Postgraduate 2 yrs - 10 yrs of Sales experience in direct selling of financial products from any financial services industry.

- Equity/ Mutual Fund sales experience is preferred.

- Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have an advantage.

- Should have good communication & presentation skills.

- Pleasing and positive attitude.

- Should be a self-starter, proactive & target oriented.

- Relationship building skills.


Salary : CTC + Incentives which can be earned in 7 figures in a year.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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