Wealth Manager

6 days ago

Bengaluru Mumbai Pune, India Purnartha Investment Advisors Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Role & responsibilities

  • 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.

Preferred candidate profile

  • Graduate/ Post Graduate
  • 2-5 years of experience in Wealth Product
  • Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity

Perks and benefits

  • Flexible Working
  • Health and Life Insurance
  • Incentive based in class incentive structure
  • Work Life Balance

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