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20/03 Shruti
Regional HR at Purnartha Investment Advisers Pvt Ltd.

Views:32 Applications:11 Rec. Actions:Recruiter Actions:9

Relationship Manager - Wealth Management - Equity Sales - Investment Advisory (2-10 yrs)

Delhi Job Code: 115725

We have an urgent requirement for Relationship Manager for Equity /Wealth Sales for a growing Investment Advisory Firm in Delhi.

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 2 years of relevant experience.

- Must have a database of HNI/UHNI Clients.

- Communication skills should be excellent.

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