Opening For Wealth Manager/sr.wealth Manager-mumbai

2 - 7 Years
Mumbai
INR 4,00,000 - 9,00,000 PA.
Applicants need to go to the venue mentioned or call on the number provided below
Posted: 14 days agoOpenings: 10Job Applicants: 15Job Views: 69

Job Description

Key Responsibilities & Accountability:
  • 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.
Education, SkillSet & Knowledge:
  • Graduate / Post graduate 2 years 10 years 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 20 CR & 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 required.

Keyskills

Desired Candidate Profile

Please refer to the Job description above

Company Profile

PURNARTHA INVESTMENT ADVISERS PRIVATE LIMITED

Purnartha is the manifestation of a simple thought - to demystify the world of equity investment and create an ecosystem that is backed by unmatched expertise, transparency and strong relationships to help people prosper and grow.Backed by a team of industry veterans and subject matter experts, since its inception in 2009, Purnartha has grown and become a 6,000+ strong family. Having outperformed benchmarks such as NIFTY over time, Purnartha has learnt from its mistakes and embraced financial opportunities with knowledge and confidence, creating a circle of value, trust and wealth.
View Contact Details+

Recruiter Name:Mohan Patil

Contact Company:PURNARTHA INVESTMENT ADVISERS PRIVATE LIMITED

Website:https://www.purnartha.com/

Salary

INR 4,00,000 - 9,00,000 PA.

Role Category

Institutional Sales

Role

Sales/Business Development Manager

Employment Type

Full Time, Permanent