Senior Wealth Manager

Company Description

Purnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth creation and financial growth while ensuring transparency, trust, and a client-centric approach. Our headquarters is located in Pune, and further information can be found on our website www.purnartha.com.

Role Description

This is a full-time on-site role for a Senior Wealth Manager at our Pune office. The Senior Wealth Manager will be responsible for developing and implementing financial plans, managing client investments, and providing expertise in finance and insurance. Day-to-day tasks will involve portfolio management, client consultations, market analysis, and ensuring client satisfaction through tailored financial solutions.

Qualifications

• Graduate / Post graduate
• ? Experience in direct selling of financial products like Equity/ Mutual Fund/PMS/ Derivatives sales.
• ? Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage.
• ? Should have good communication & presentation skills.
• ? Pleasing and positive attitude. ? Should be a self-starter, proactive & target oriented.
• ? Relationship building skills