Wealth Manager

Purnartha Investment Advisors

4 - 7 years

7 - 14 Lacs

pune bengaluru mumbai (all areas)

Posted:6 hours ago| Platform:

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Skills Required

portfolio management services wealth management hni sales portfolio management ultra hni pms financial advisory hni acquisition aif

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
2-5 years of experience in Wealth Product
Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity

Perks and benefits

Flexible Working
Health and Life Insurance
Incentive based in class incentive structure
Work Life Balance

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