Regional HR at Purnartha Investment Advisers Pvt Ltd.
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Purnarthas - Wealth Manager - HNI Client Acquisition (2-13 yrs)
Wealth Manager-HNI Client Acquisition (No Insurance)
- 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
Required Education, Skill Set & Knowledge :
- Graduate / Post graduate 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 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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