HR at Purnartha Investment Advisers Pvt. Ltd.
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Relationship Manager/Senior Manager - Wealth Management - Bank (2-10 yrs)
- Will be responsible for primarily selling Equity based investment products like PMS, AIF, Investment Advisory.
- 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
Requirements :
- Candidate must have at least 2 years of experience into Wealth Products Sales.
- Must have a book of HNI/UHNI Clients with atleast 20 CR of AUM.
- Must have a strong knowledge about equity market.
- Communication skills should be excellent.
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