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30/12 Avani
Talent Manager - HR at Purnartha

Views:69 Applications:21 Rec. Actions:Recruiter Actions:5

Purnartha - Wealth Manager - Sales (2-5 yrs)

Bangalore/Chennai/Delhi/Delhi NCR/Goa/Kolkata/Lucknow/Maharashtra/Mumbai/Nagpur/Pune Job Code: 251048

Key Responsibilities & Accountabilities :

- Will be responsible for primarily selling Equity based investment products Like Advisory services. PMS, 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 when required

- Required Education, Skill Set & Knowledge

- Graduate / Post graduate 2 years - 5 years of Sales experience in direct selling of financial products like Equity/ Mutual Funds/Commodity/ Derivatives sales.

- Candidates having AUM (Asset under Management) and connections among HNIs, will have an advantage.

- Should have good communication & presentation skills.

- Pleasing and positive attitude.

- Should be a self-starter, proactive & target oriented.

- Interested candidates can share their CVs to Avani Ruparel.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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