Associate Director HR at Purnartha Investment Advisers Private Limited
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Purnartha Investment Advisors - Wealth/Senior Wealth Manager - HNI Acquisition & Advisory (4-9 yrs)
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.
Regional HR ,Chennai