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26/06 Shruti
Regional HR at Purnartha Investment Advisers Pvt Ltd.

Views:106 Applications:25 Rec. Actions:Recruiter Actions:25

Purnarthas - Wealth Manager - HNI Client Acquisition (2-13 yrs)

Ahmedabad/Gujarat Job Code: 80349

Wealth Manager-HNI Client Acquisition (No Insurance)


- 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 2 yrs- 10 yrs of Sales experience in direct selling of financial products from any financial services industry.

- Equity/ Mutual Fund sales experience is preferred.

- 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

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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