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Wealth Manager

Purnartha Investment Advisers Pvt. Ltd.

Kolhapur | Nagpur | Pune | Nasik

₹ 5 Lac - 10 Lac P.A

2 - 5 Years

Full Time - Permanent

Views:170

Applicants:55

Posted on 15 Jul, 2024

In Office

Job Description | Responsibilities

  • 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 and when required

 

Overview

  • Industry - Banking / Financial Services, Securities / Stock Brokers / Investment Industry
  • Functional Area - Financial Services / Broking, Sales / Business Development / Client Servicing
  • Job Role - Sales Manager / Senior Sales Manager - B2C
  • Employment type - Full Time - Permanent
  • Work Mode - In Office

Qualifications

  • Any Graduate - Any Specialization
  • Any Post Graduate - Any Specialization
  • Any Doctorate - Any Specialization

Job Related Keywords

HNI Client Handling Portfolio Management Sales - Investment Banking