Regional HR at Purnartha Investment Advisors Pvt Ltd
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Purnartha - Wealth Manager/Senior Wealth Manager - Sales (2-12 yrs)
Job Role :
Wealth Manager - HNI Acquisition
Key Responsibilities & Accountabilities :
- 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
Required Education, Skill Set & Knowledge :
- Graduate / Post graduate 2yrs - 5 years of Sales 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 skills
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