Regional HR at Purnartha Investment Advisers Pvt Ltd.
Views:42 Applications:24 Rec. Actions:Recruiter Actions:18
Purnarthas - Wealth Manager - HNI Client Acquisition (3-10 yrs)
- 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
- 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.
- Candidate must have a database of HNI/UHNI Clients.
Interested candidates can share cv
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.