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. 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.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Wealth Manager - Channel Sales (Mumbai)
🏢 Purnartha Investment Advisors
📍 Mumbai