Purnartha Investment Advisors - Wealth Manager/Senior Wealth Manager

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.