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 positive 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 Institutional Sales Pune (India)
🏢 Purnartha Investment Advisers
📍 India
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