Roles and 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

Desired Candidate Profile

• Graduate / Post graduate 2yrs- 5 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales.
• Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage.
• Should have good communication & presentation skills.
• Pleasing and positive attitude.
• Should be a self-starter, proactive & target oriented.
• Relationship building skills

Contact - Tanu Sharma - HR

This is a walk-in to proceed further contact HR at the venue on date and time mentioned.

Purnartha is a SEBI registered investment advisor having over 15 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”.