Wealth Manager (India)

Wealth Manager (India)

02 Aug
|
Purnartha Investment Advisers
|
India

02 Aug

Purnartha Investment Advisers

India

Location: Pune, Mumbai, Ahmedabad, Delhi NCR, Kolhapur, Satara, Goa, Nasik, Kolkata, Bengaluru, Chennai, Hyderabad

Experience: 2-10 years

Profile:

Graduate / Post graduate 2yrs- 10 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) size of 50cr & above, minimum ticket size 50 lacs and connect among HNIs/UHNIs, will have advantage. 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 (Investment Advisory, Portfolio Management Services, PMS) Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.

📌 Wealth Manager (India)
🏢 Purnartha Investment Advisers
📍 India

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