Talent Acquisition Specialist at Purnartha PMS
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Purnartha Investment Advisers - Wealth Manager (2-15 yrs)
Wealth manager- Chennai & Banglore
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
- Responsible for managing HNI clients and acquiring new customers through referrals, meetups, camps, and client calls
- Maintaining client relationships and generating AUM from preferred clients through asset allocation, portfolio management, and retirement planning
- Advising Affluent clients on their Investments and managing their overall financial portfolio whilst deepening the wallet from existing clients through referrals from existing clients
- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into client's portfolios
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