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

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

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.
We appreciate team work.
We are result oriented.
Flexi timings. Staff welfare activities & initiatives.
High Growth Prospects.
We appreciate team work.
Staff welfare activities & initiatives.
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