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
  • Responsible for identifying customer
    needs, assessing their risk appetite
    and providing them investment
  • Responsible for achieving targets as
    assigned by the organization on a
    monthly basis.
  • Provide regular updates to the
    immediate superior as an when

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.
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