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08/01 Shruti
Regional HR at Purnartha Investment Advisers Pvt Ltd.

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Purnarthas - Wealth Manager - Equity Sales - HNI Acquisition (3-10 yrs)

Delhi Job Code: 105458

Wealth Manager - Equity Sales - HNI Acquisition (No Insurance)

We are looking for a right fit candidate for the role of Wealth Manager - HNI Client Acquisition (Equity) for our company, Purnartha Investment Advisors Pvt. Ltd.

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.

Requirements : 

- Candidate should have at least 3 years of relevant experience.

- Must have experience into equity sales.

- Can bring his own database.

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