Chat

iimjobs

jobseeker Logo
Now Apply on the Go!
Download iimjobs Jobseeker App and get a seamless experience for your job-hunting
27/02 Aditi Dey
Regional HR at Purnartha Investment Advisers Pvt.Ltd.

Views:857 Applications:167 Rec. Actions:Recruiter Actions:28

Purnartha - Wealth Manager - HNI Acquisition (2-10 yrs)

Bangalore/Chennai Job Code: 802979

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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

Add a note
  • Apply
  • Assess Yourself
  • Save
  • Insights
  • Follow-up
Something suspicious? Report this job posting.