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Job Opportunity Sales: An Opportunity You Can't Miss

The document is a job posting for sales roles at Purnartha Investment Advisers Pvt. Ltd., a leading equity research and investment advisory firm. The roles are for wealth managers focused on acquiring high net-worth individual clients. Responsibilities include selling equity investment products, identifying customer needs, assessing risk tolerance, providing investment options, and achieving monthly sales targets. Successful candidates should have 2-5 years of sales experience in financial products, managing assets over 20 crore rupees, and strong communication and relationship building skills.

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KarThik VanKadaru
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54 views2 pages

Job Opportunity Sales: An Opportunity You Can't Miss

The document is a job posting for sales roles at Purnartha Investment Advisers Pvt. Ltd., a leading equity research and investment advisory firm. The roles are for wealth managers focused on acquiring high net-worth individual clients. Responsibilities include selling equity investment products, identifying customer needs, assessing risk tolerance, providing investment options, and achieving monthly sales targets. Successful candidates should have 2-5 years of sales experience in financial products, managing assets over 20 crore rupees, and strong communication and relationship building skills.

Uploaded by

KarThik VanKadaru
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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M

Job
Opportunity
Sales

YOUR TRUSTED PARTNER IN WEALTH CREATION

An Opportunity You Can’t Miss


by HR Department, Purnartha Investment Advisers Pvt. Ltd.

Imagine. Working with India’s


Leading Equity Research &
Investment Advisory.

Purnartha is a SEBI registered


investment advisor having over 14
years of providing equity research
and asset analytics services to global
financial institutions. Advantage Purnartha A great place to learn and grow

We provide equity focused A great place to learn and grow We believe that good decisions can
investment advisor services under come from anywhere
We believe that good decisions can Value for dedication, trust / integrity
our flagship brand “Purnartha –
Your Trusted Partner in Wealth come from anywhere & self-discipline
Creation”. Value for dedication, trust / integrity We are result oriented.

We have a qualified and experienced & self-discipline Flexi timings.


research team comprising of We appreciate team work.
We are result oriented.
Chartered Accountants with
experience in markets, Chartered Flexi timings. Staff welfare activities & initiatives.
Financial Analysts, MBAs from High Growth Prospects.
We appreciate team work.
Indian and global schools.
Staff welfare activities & initiatives.
We are led by an experienced and
dynamic leadership team.
Current Openings
Industry:
Financial Services, Capital Markets, and Required Education,
Banking Skill Set &
Employment Type:
Full-time Knowledge
Job Function:
Business Development. Graduate / Post graduate 2yrs- 5
Location:
years of Sales experience in direct
selling of financial products like
Chennai, Kolkata, Hyderabad,
Equity/ Mutual Fund/Commodity/
Ahmedabad, Mumbai, Pune, Bangalore
Derivatives sales.
& Delhi
Number of Requirements: Candidates having AUM (Asset
Openings at each location under Management) size of 20cr &
Designation: above and connect among HNIs, will
Asst Mgr./Mgr./Sr. Manager have advantage.

Job Role Should have good communication &


Wealth Manager – HNI Acquisition presentation skills.

Pleasing and positive attitude.


Key Responsibilities Should be a self-starter, proactive &
& Accountabilities target oriented.

Will be responsible for primarily Relationship building skills


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

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