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