Wealth Manager – Purnartha5 min read

Job Title

Wealth Manager

Company Profile

• Purnartha is a SEBI registered investment advisor having over 17 years of providing equity research and asset analytics services to global financial institutions. We provide equity focused investment advisor services under our flagship brand “Purnartha – Your Trusted Partner in Wealth Creation”. We have a qualified and experienced research team comprising of Chartered Accountants with experience in markets, Chartered Financial Analysts, MBAs from Indian and global schools. We are led by an experienced and dynamic leadership team.

Job Profile & Responsibilities

• Will be responsible for primarily selling Equity based investment products (Investment Advisory, Portfolio Management Services PMS & AIF). 
• 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

• Graduate / Post graduate 2yrs- 10 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF.
• Candidates having AUM (Asset under Management) size of 20cr & above, minimum ticket size 50 lacs and connect among HNIs/UHNIs, will have advantage.
• CWM Certification would be 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

• A great place to learn and grow.
• We believe that good decisions can come from anywhere.
• Value for dedication, trust / integrity & self-discipline.
• We are result oriented.
• Flexi timings.
• We appreciate team work.
• Staff welfare activities & initiatives.