Regional HR at Purnartha Investment Advisers Pvt Ltd.
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Purnarthas - Wealth Manager - Equity Sales - HNI Acquisition (3-10 yrs)
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.
- 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.
- Candidate should have at least 3 years of relevant experience.
- Must have experience into equity sales.
- Can bring his own database.