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26/12 Shruti
Regional HR at Purnartha Investment Advisers Pvt Ltd.

Views:42 Applications:24 Rec. Actions:Recruiter Actions:18

Purnarthas - Wealth Manager - HNI Client Acquisition (3-10 yrs)

Delhi Job Code: 103945

- 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

- 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.

- Candidate must have a database of HNI/UHNI Clients.

Interested candidates can share cv

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