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28/03 HR
Manager at Purnartha Investment Advisors

Views:87 Applications:19 Rec. Actions:Recruiter Actions:3

Wealth Manager - Sales - Investment Product (2-19 yrs)

Pune/Kolhapur Job Code: 319120

- 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 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.

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