Wealth Relationship Manager - Pune - Purnartha @ Purnartha Investment

Job Description

Job description

Dear Candidate,

We have opening for the position of "Wealth Manager/Senior Wealth Manager" for Pune and Kolkata Location.

Requirements -

• Candidate should have at least 2+ years of experience into sales.(Equity/PMS/MF/AIF)
• Should have a strong database of HNI/UHNI/NRI Clients.

Responsibilities -

• 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.

Required Education, Skill Set & Knowledge:

• Graduate / Post graduate(MBA in Finance/Marketing) 2yrs- 10 yrs 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 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.

Interested candidates can share cv at ne***m@pu******a.com

Job Classification

Industry: Banking, Financial Services, Broking
Functional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Investment Banking
Role: Investment Banking
Employement Type: Full time

Education

Under Graduation: Any Graduate in Any Specialization
Post Graduation: MBA/PGDM in Finance, Marketing
Doctorate: Doctorate Not Required, Any Doctorate in Any Specialization

Contact Details:

Company: PURNARTHA INVESTMENT ADVISERS PRIVATE LIMITED
Address: 33, CTS-104/2,GROUND AND 2ND FLOOR,RACHANA,DR KETK, AR ROAD,ERANDWANE, , PUNE, Maharashtra, India
Location(s): Pune

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Keyskills:   HNI wealth manager Mutual Funds Portfolio Management Finance Equity HNI Acquisition Ultra HNI Client Handling Wealth Management Sales Relationship Management PMS Investment Advisory Investment Products Aif