Senior Wealth Manager

Mega Walk-in Drive Wealth Manager Roles | Chennai You are invited to attend our Walk-in Drive

• 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.

Chennai

Open Positions:

Designation:

Experience:

CTC

Incentive Structure:

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Krushnadas.b@purnartha.com

8261954920

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