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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