Job Description
Company- Purnartha Investment Advisers Pvt. Ltd. ( )
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 update...