Wealth Manager

Purnartha

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

Responsible for managing HNI clients and acquiring new customers through referrals, meetups, camps, and client calls

Maintaining client relationships and generating AUM from preferred clients through asset allocation, portfolio management, and retirement planning

Advising Affluent clients on their Investments and managing their overall financial portfolio whilst deepening the wallet from existing clients through referrals from existing clients

To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into client's portfolios

• Experience

  2 - 8 Years

• No. of Openings

  40

• Education

  Any Bachelor Degree

• Role

  Wealth Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office