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Posted 18 hours ago
Wealth Manager
Purnartha Investment Advisers Pvt. Ltd.Assistant Manager/Manager/Senior Manager ( Wealth Manager – HNI Acquisition)
Requirements
Graduate or Postgraduate degree, Experience in direct selling of financial products, 2-10 years experience, Strong communication skills
Skills
FinanceSales
About the role
Responsibilities
- Primarily sell equity-based investment products
- Identify customer needs and assess risk appetite
- Provide suitable investment options to clients
- Achieve monthly organizational targets
- Provide regular updates to immediate superiors
Requirements
- Graduate or Postgraduate degree
- Experience in direct selling of financial products (equity, mutual funds, commodities, or derivatives)
- 2–10 years of experience (5+ years for Bangalore)
- Strong communication and presentation skills
- Proactive, target-oriented, and strong relationship-building skills
Preferred Qualifications
- Existing Assets Under Management (AUM) of ₹20 Cr and above
- Strong existing HNI connections
About the Company
Purnartha Investment Advisers Pvt. Ltd. is a wealth management firm focused on providing investment solutions.
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Purnartha Investment Advisers Pvt. Ltd. · India