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Aditi Dey

Regional HR at Purnartha Investment Advisers Pvt.Ltd.

Last Login: 02 September 2020

Job Views:  
3123
Applications:  60
Recruiter Actions:  11

Job Code

710411

Purnartha - Wealth Manager

2 - 12 Years.Chennai
Posted 5 years ago
Posted 5 years ago

Key Responsibilities & Accountabilities :

- Will be responsible for primarily selling Equity based investment products.

- 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 / Postgraduate 2 yrs - 10 yrs of Sales experience in direct selling of financial products from any financial services industry.

- Equity/ Mutual Fund sales experience is preferred.

- Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have an advantage.

- Should have good communication & presentation skills.

- Pleasing and positive attitude.

- Should be a self-starter, proactive & target oriented.

- Relationship building skills

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Posted By

user_img

Aditi Dey

Regional HR at Purnartha Investment Advisers Pvt.Ltd.

Last Login: 02 September 2020

Job Views:  
3123
Applications:  60
Recruiter Actions:  11

Job Code

710411

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