Purnartha - Wealth Manager/Senior Wealth Manager

Wealth Manager

We have multiple requirements for the position of "Wealth Manager/Senior Wealth Manager".

Requirements :

- Candidate should have at least 2 years of experience in sales.(Equity/PMS/MF/AIF)

- Should have a strong database of HNI/UHNI/NRI Clients.

Responsibilities :

- 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 2yrs-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.

Location : Chennai