Purnartha Investment Advisers Pvt. Ltd. - Assistant Manager / Manager / Senior Manager ( Wealth Manager – HNI Acquisition)

Company- Purnartha Investment Advisers Pvt. Ltd. ( https://www.purnartha.com/ ) Designation: Assistant Wealth Manager / Wealth Manager / Senior Wealth 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.