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

Chennai

Purnartha Investment Advisors - Wealth/Senior Wealth Manager - HNI Acquisition & Advisory 

Purnartha Investment Advisors - Wealth/Senior Wealth Manager - HNI Acquisition & Advisory  ,Job Description for Purnartha Investment Advisors - Wealth/Senior Wealth Manager - HNI Acquisition & Advisory  in Purnartha Investment Advisers Private Limited in  Chennai for (4-9) years of experience. Apply Now!

Job Description for Purnartha Investment Advisors - Wealth/Senior Wealth Manager - HNI Acquisition & Advisory  in Purnartha Investment Advisers Private Limited in  Chennai for (4-9) years of experience. Apply Now!