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15/01 Shruti
Regional HR at Purnartha Investment Advisers Pvt Ltd.

Views:65 Applications:16 Rec. Actions:Recruiter Actions:11

Purnarthas - Wealth Manager - Equity Sales (3-12 yrs)

Delhi Job Code: 106282

We have multiple vacancies for "Wealth Manager" - Equity Sales for a growing Equity Based Investment Advisory Firm in New 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 :

- Required at least 3 years of relevant experience.

- Age should not be more than 35 Years.

- Must have a database of HNI/UHNI Customers.

- Must be into Equity Sales.

Interested candidates can share cv

Shruti
Team HR
Purnartha Investment Advisors Pvt. Ltd.

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