Summary
About this role
Company- Purnartha Investment Advisers Pvt. Ltd. ( https://www.purnartha.com/ )
Designation: Assistant Manager / Manager / Senior Manager
Job Role:- Wealth Manager – HNI Acquisition
Experience:- 2–10 Years ( 5+ Years for Bangalore)
Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi
WorkMode- OnSite
Key Responsibilities & Accountabilities:
• Responsible for primarily selling equity-based investment products.
• Identify customer needs, assess their risk appetite, and provide suitable investment
options.
• Achieve targets assigned by the organization on a monthly basis.
• Provide regular updates to the immediate superior as and when required.
Required Education, Skill Set & Knowledge:-
• Graduate / Postgraduate.
• Experience in direct selling of financial products such as equity, mutual funds, commodities, or derivatives.
• Candidates with Assets Under Management (AUM) of ₹20 Cr and above, along withstrong HNI connections, will have an added advantage.
• Good communication and presentation skills.
• Pleasing personality with a positive attitude.
• Self-starter, proactive, and target-oriented with strong relationship-building skills.
Other facts
About Nexthire
Staffing and Recruiting Firm providing Temporary, Temp-to-Hire, Direct Hire and Payroll Services.
Placement of pre-screened qualified candidates in Administrative, Legal, Accounting, Finance, Human Resources, Medical, Veterinary, IT, Engineering and Technical areas.
What you'll do
- The role involves selling equity-based investment products and identifying customer needs to provide suitable investment options. Additionally, the candidate is expected to achieve monthly targets and provide updates to their superior.
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