Talent Manager - HR at Purnartha
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Purnartha - Wealth Management Role - Sales (2-5 yrs)
Wealth Management Role - HNI & Ultra HNI Clients
Key Responsibilities & Accountabilities :
- Will be responsible for primarily selling Equity based investment products Like Advisory services, PMS, and AIF.
- Responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options.
- Responsible for achieving targets as assigned by the organization on a monthly basis
- Provide regular updates to the immediate superior and when required
Required Education, Skill Set & Knowledge :
- Graduate/Postgraduate 2 years- 5 years of Sales experience in direct selling of financial products like Equity/ Mutual Funds/Commodities/Derivatives sales.
- Candidates having AUM (Asset under Management) and connections among HNIs, will have the advantage.
- Should have good communication & presentation skills.
- Pleasing and positive attitude.
- Should be a self-starter, proactive & target oriented.
- Relationship-building skills.
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