Senior Wealth Manager

Mega Walk-in Drive Wealth Manager Roles | Bangalore

You are invited to attend our Walk-in Drive

Key Responsibilities:

• 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.

Skills & Qualifications:

• Graduate / Postgraduate in Finance, Business, or related field.
• Experience in selling financial products such as Equity, Mutual Funds, Commodities, or Derivatives.
• Candidates managing an

  AUM of 20 Cr+

  or having strong HNI networks preferred.
• Excellent communication and presentation skills.
• Proactive, self-driven, and target-oriented.
• Strong relationship management skills.

Bangalore

Open Positions:

Designation:

CTC

Incentive Structure:

Krushnadas.b@purnartha.com

Walk in with your updated CV and meet our team in person.