Purnartha Investment Advisors

4 weeks ago

Chennai, India PURNARTHA INVESTMENT ADVISERS PRIVATE LIMITED Full time

Asst. Mgr./Mgr./Sr. ManagerJob Role: Wealth Manager Institutional 2 - 8 Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, DelhiKey Responsibilities & Accountabilities:- Will be responsible for primarily selling Equity based investment products.- To drive business with Purnartha s institutional partners by engaging with them regularly in a structured format at Regional level and central level.- 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 4 - 8 years of Sales experience in Institutional and Channel Sales of financial products from any financial services industry.- Equity/ Mutual Fund sales experience is preferred.- Should have good communication & presentation skills.- Pleasing and positive attitude.- Should be a self-starter, proactive & target oriented.- Relationship building skills. (ref:iimjobs.com)

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