Company- Purnartha Investment Advisers Pvt.

Ltd.

( )

Designation: Assistant Wealth Manager / Wealth Manager / Senior Wealth Manager

Job Role:- Wealth Manager – HNI Acquisition

Experience:- 2–10 Years ( 5+ Years for Bangalore)

Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi

WorkMode- OnSite

Key Responsibilities & Accountabilities:

• Responsible for primarily selling equity-based investment products.

• Identify customer needs, assess their risk appetite, and provide suitable investment

options.

• Achieve targets assigned by the organization on a monthly basis.

• Provide regular updates to the immediate superior as and when required.

Required Education, Skill Set & Knowledge:-





• Graduate / Postgraduate.

• Experience in direct selling of financial products such as equity, mutual funds, commodities, or derivatives.

• Candidates with Assets Under Management (AUM) of ₹20 Cr and above, along withstrong HNI connections, will have an added advantage.

• Valuable communication and presentation skills.

• Pleasing personality with a positive attitude.

• Self-starter, proactive, and target-oriented with robust relationship-building skills.

Required Skill Profession

Operations Specialties Managers

📌 Purnartha Investment Advisers Pvt Ltd Assistant Manager / Manager / Senior Manager Wealth Manager – Hni Acquisition Kolkata
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