Purnartha Investment Advisers Pvt. Ltd.
Chennai, Kolkata, Hyderabad,
Ahmedabad, Mumbai, Pune, Bengaluru,
Nashik and New Delhi.
– www.purnartha.com – 09/11/2021
Salary – 5 LPA + 1 LPA (performance bonus)
(After 3 months internship period – 10K per month)
Job Title
Management Trainee – HNI client acquisition
Company Profile
- Purnartha is a SEBI registered
investment advisor having over a
decade of providing equity research
and asset analytics services to global
financial institutions
Job Profile & Responsibilities
- Will be 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.
Preferred Qualifications
- Post graduate with Knowledge of
financial products, particularly
Equity/ Mutual Fund. - CWM certification is an added advantage.
Desired Candidate Profile
- Should have good communication &
presentation skills. - Pleasing and positive attitude.
- Should be a self-starter, proactive &
target oriented. - Relationship building skills.
Additional Details
- We are result oriented.
- Staff welfare activities & initiatives.
- High Growth Prospects.
