Wealth Manager – HNI Acquisition

Company Description

Purnartha is a leading SEBI-registered provider of Portfolio Management Services (PMS), with over a decade of expertise in delivering research-driven investment solutions. Inspired by the philosophy of "Vasudhaiva Kutumbakam," the firm prioritizes client-centric, transparent, and trust-driven wealth management approaches. Purnartha specializes in personalized, long-term financial growth strategies backed by in-depth research. For more information, including office locations and disclaimers, visit our website at www.purnartha.com.

We’re Hiring: Wealth Manager – HNI Acquisition

Purnartha Investment Advisers Pvt. Ltd.

Are you a passionate relationship builder with a strong background in equity-based investments? Looking to accelerate your career in wealth management? This opportunity is for you!

🎯 Role:

Locations:

Experience Required:

Key Responsibilities

• Acquire HNI clients and promote equity-based investment products
• Identify client needs, understand risk appetite, and recommend suitable investment solutions
• Achieve monthly business targets set by the organization
• Provide regular updates and reports to senior management

What We’re Looking For

• Graduate / Postgraduate
• Experience in directly selling financial products (Equity / Mutual Funds / Commodities / Derivatives)
• Strong network among HNIs; candidates with

  20 Cr+ AUM

  will be preferred
• Excellent communication & presentation skills
• Self-driven, proactive, and target-oriented approach
• Strong relationship management skills
• Positive and professional attitude
• 💼 If you’re ambitious, client-focused, and eager to grow in a high-performance wealth advisory environment, we’d love to connect with you.