Associate Director HR at Purnartha
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Purnartha - Wealth Manager - HNI Client Acquisition (3-10 yrs)
1) Will be responsible for primarily selling Equity based investment products.
2) Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
3) Responsible for achieving targets as assigned by the organization on a monthly basis
4) Provide regular updates to the immediate superior as an when required.
Required Education, Skill Set & Knowledge :
- Graduate / Postgraduate 2 yrs - 10 yrs of Sales experience in direct selling of financial products from any financial services industry.
- Equity/ Mutual Fund sales experience is preferred.
- Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have an advantage.
- Should have good communication & presentation skills.
- Pleasing and positive attitude.
- Should be a self-starter, proactive & target oriented.
- Relationship building skills.
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