Wealth Manager

Job description

An Opportunity You Can’t Miss by HR Department, Purnartha Investment Advisers Pvt. Ltd. JOB DISCRIPTION Designation : Asst. Mgr./Mgr./Sr. Manager Job Role : Wealth Manager – HNI Acquisition Experience : 4 - 8 Years Location : Chennai Key Responsibilities & Accountabilities :  Responsible for 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 an when required. Required Education, Skill Set & Knowledge : Graduate / Post graduate  Experience in direct selling of financial products PMS and Advisory  Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage.  Should have good communication & presentation skills.  Pleasing and positive attitude.  Should be a self-starter, proactive & target oriented.  Relationship building skills