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

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...