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Wealth Manager - Channel Sales

Purnartha Investment Advisers Pvt Ltd Verified Enterprise Mumbai, Pune
Exp: 8-13 Yrs
Full Time
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Job Description & Scope

Job description Graduate / Post graduate 2 yrs - 8 years of Sales experience in Institutional and Channel Sales of financial products from any financial services industry. Equity/Mutual Fund sales experience is preferred. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills." data- Will be responsible for primarily selling Equity based investment products. To drive business with Purnartha s institutional partners by engaging with them regularly in a structured format at Regional level and central level. 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 and when required."> Role: Area Sales Manager (B2B) Industry Type: Financial Services Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Enterprise & B2B Sales Education UG: Any Graduate PG: Any Postgraduate Key Skills Investment productsfinancial productsMutual fundsRelationship buildingEquityFinancial services

Job Summary

Company
Purnartha Investment Advisers Pvt Ltd
Location
Mumbai, Pune
Experience
8-13 Yrs
Verification
Government Verified Recruiter
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Wealth Manager - Channel Sales
Purnartha Investment Advisers Pvt Ltd
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