Regional HR at Purnartha Investment Advisers Pvt Ltd.
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Purnarthas- Relationship Manager - Wealth Management/Equity Sales (2-10 yrs)
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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