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)
We have an urgent requirement for Relationship Manager for Equity /Wealth Sales for a growing Investment Advisory Firm in Delhi.
- 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 2 years of relevant experience.
- Must have a database of HNI/UHNI Clients.
- Communication skills should be excellent.
Interested candidates can share cv directly
You can also share this opportunity with any relevant person who's looking for a change.