Wealth Managers/Senior Wealth Managers

Purnartha Investment Advisers Pvt. Ltd.
Experience : 2 to 3 Years
Location : Kolkata
Job Role : HR
Posted on 14 Oct 19
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Job DescriptionLast Date 13 Dec 19
Wealth Managers/Senior Wealth Managers

Industry : Banking / Financial Services / Broking

Experience : 2 - 9 years

Location : Mumbai, Kolkata, Chennai, Ahmedabad, New Delhi, Hyderabad, Pune, Bengaluru

Desired Profile :

  • Graduate/Post-graduate in any stream.
  • Has experience in direct selling of financial products.
  • Equity/Mutual Fund or capital markets sales experience is a must.
  • An AUM size of minimum Rs. 20cr will be an advantage.
  • A connect among HNIs is favourable.

Job Description : 

  • Primarily responsible for selling equity-based investment products.
  • Identifying customer needs, assessing their risk appetite and providing them with investment options.
  • Achieving targets as assigned by the organization on a monthly basis.
Job Type : Full Time
Interview Type : Face to Face Interview
Company Description
Purnartha is the manifestation of a simple thought - to demystify the world of equity investment and create an ecosystem that is backed by unmatched expertise, transparency and strong relationships to help people prosper and grow. Backed by a team of industry veterans and subject matter experts, since its inception in 2009, Purnartha has grown and become a 6,000+ strong family. Having outperformed benchmarks such as NIFTY over time, Purnartha has learnt from its mistakes and embraced financial opportunities with knowledge and confidence, creating a circle of value, trust and wealth.
 
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