Purnartha Investment Advisors - Wealth Manager - HNI Sales

Background: Purnartha is an Investment Advisory firm having over 14 years of experience in providing Equity research and Asset analytics services to global financial institutions. We have a qualified and experienced team comprising of CA,CFA & MBA from Indian and Global schools led by an experienced and dynamic leadership team.

Job Description : Wealth Manager - HNI Sales

- Acquire and maintain relationship with HNI/Super HNI clients

- Aggressively track the HNI and Super HNI client segment in the market for new client acquisition

- 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 routine basis

- Provide regular updates to the immediate superior as an when required