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Wealth Manager

Purnartha Investment Advisors

2 - 7 years

|

5 - 15 Lacs

kolkata pune bengaluru

Posted:6 hours ago| Platform:

Apply

Skills Required

mutual funds sales pms sales communication skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & 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.

Preferred candidate profile

Graduate / Post graduate

Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ 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 skill

Location

Email ID: krushnadas.b@purnartha.com

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Purnartha Investment Advisors

Financial Services

Mumbai

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