Senior Wealth Manager (Mumbai)

Senior Wealth Manager (Mumbai)

06 Aug
|
Purnartha Investment Advisors
|
Mumbai

06 Aug

Purnartha Investment Advisors

Mumbai

Role & responsibilities

- Will be responsible for primarily selling Equity based investment products.

- 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 an when required.

Preferred candidate profile

- Graduate/ Post Graduate

- 7-16years of experience in Wealth Product like PMS,AIF ,Mutual Fund & Advisory

- Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity

Perks and advantages

- Flexible Working

- Health and Life Insurance

- Incentive based in class incentive structure

- Work Life BalanceRole & responsibilities

📌 Senior Wealth Manager (Mumbai)
🏢 Purnartha Investment Advisors
📍 Mumbai

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