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13/01 Ashish Shrivastava
Associate Director HR at Purnartha Investment Advisers Private Limited

Views:91 Applications:12 Rec. Actions:Recruiter Actions:1

Purnartha Investment Advisors - Wealth/Senior Wealth Manager - HNI Acquisition & Advisory (4-9 yrs) Premium

Chennai Job Code: 1032478

Purnartha Investment Advisers-Wealth and Sr. Wealth Manager-HNI Acquisition and Advisory


We are currently hiring for Wealth Managers, as we are Expanding our Chennai team !

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

Designation: Manager / Sr. Manager

Job role: Wealth - HNI Acquisition & Advisory

Job Location: Chennai

Key Responsibilities & Accountabilities :

- Candidates will be responsible for catering to HNI & Ultra HNI clients

- Main Products are all out Inhouse products - PMS , MF , AIF & Advisory.

- 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 4+ 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 - Portfolio Management will be given Priority.

Keerthana
Regional HR ,Chennai

Women-friendly workplace:

Maternity and Paternity Benefits

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