Posted By
Ashish Shrivastava
Associate Director HR at Purnartha Investment Advisers Private Limited
Last Login: 30 July 2023
Posted in
Sales & Marketing
Job Code
1267991
Wealth Manager / Sr. Wealth Manager.
Key Responsibilities & Accountabilities:
- Will be responsible for primarily selling Equity based investment products Like Advisory services. PMS, AIF.
- Responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options.
- Responsible for achieving targets as assigned by the organization on a monthly basis
- Provide regular updates to the immediate superior when required
Required Education, Skill Set & Knowledge:
- Graduate / Post graduate 2 yrs- 5 years of Sales experience in direct selling of financial products like Equity/ Mutual Funds/Commodities/ Derivatives sales.
- Candidates having AUM (Asset under Management) and connections among HNIs, will have an advantage.
- Should have good communication & presentation skills.
- Pleasing and positive attitude.
- Should be a self-starter, proactive & target oriented.
Interested candidates can share their CVs to Avani Ruparel.
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Posted By
Ashish Shrivastava
Associate Director HR at Purnartha Investment Advisers Private Limited
Last Login: 30 July 2023
Posted in
Sales & Marketing
Job Code
1267991