Wealth Manager - Channel Sales (India)

Wealth Manager - Channel Sales (India)

02 Aug
|
Purnartha Investment Advisers
|
India

02 Aug

Purnartha Investment Advisers

India

Location: Pune, Mumbai

Experience: 2 - 8 years

Profile:

Graduate / Post graduate 2 yrs - 8 years of Sales experience in Institutional and Channel Sales of financial products from any financial services industry.Equity/Mutual Fund sales experience is preferred.Should have valuable communication & presentation skills.Pleasing and positive attitude.Should be a self-starter, proactive & target oriented.Relationship building skills.

Description:

Will be responsible for primarily selling Equity based investment products.To drive business with Purnartha’s institutional partners by engaging with them regularly in a structured format at Regional level and central level.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 and when required.

📌 Wealth Manager - Channel Sales (India)
🏢 Purnartha Investment Advisers
📍 India

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