*Super Urgent* - Purnartha Investments: Wealth Manager | CTC Upto 15 Lacs pa | JC/1701

 Interview Process:

 

·         Post CV Screening Ramili Kulkarni will provide a time slot to connect your candidate for a con call

·         Post her short listing, candidate’s profile will be shared with the client

• Immediate Joiners or who can join the upcoming batch on August 15
• Feedback TAT – 8 Working days

·         Work From Office

·         Sample CV Attached

·         Target Companies – Kotak Securities, Anand Rathi

 

Sr. No.

Candidate Name

Location

Total Experience

Relevant Experience

Current Company

Current Designation

Current CTC

Expected CTC

Notice Period

Reasons To Quit

Communication Skills on the scale of 10

Domain Knowledge on the scale of 10

Previous Company 1

Previous Company 2

Previous Company 3

Previous Company 4

Previous Company 5

 

Company Website: www.purnartha.com

Purnartha is the manifestation of a simple thought - to demystify the world of equity investment and create an ecosystem that is backed by unmatched expertise, transparency and strong relationships to help people prosper and grow

Backed by a team of industry veterans and subject matter experts, since its inception in 2009, Purnartha has grown and become a 10,000+ strong family. Having outperformed benchmarks such as NIFTY over time,

Purnartha has learnt from its mistakes and embraced financial opportunities with knowledge and confidence, creating a circle of value, trust and wealth

 

Job Code	JC/1701
Process	Finance
Gender	Male / Female
No. of Positions	Mumbai (25)
About Process	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
Title	Asst Mgr./Mgr./Sr. Manager - Wealth Manager – (PGC )HNI Acquisition
Location	Mumbai – Lower Parel
Requirement	2yrs- 5 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales
	Candidates must have AUM (Asset under Management) size of 20cr & above and connect among HNIs
	Candidates from Investment Advisory, PMS and AIF background  (Equity base background who can hold portfolio of HNI and HNW customer - Min 20 CR portfolio
	Good Communication Skills (6/10)
Education	Graduate / Post graduate
Shift timings	9:30 - 06:30
Transport Boundaries	NA
Transport Facility	NA
Salary Range	4 Lacs to 15 Lacs (Depending on the experience, designation and Interview)
Weekly Off	Sunday Fixed off
USP	Designation, Salary, Brand
Rounds of Interview	HR (Check previous experience, Qualification, Age, Communication skills, Compensation, Stability)
	Business Manager
Documents	Educational + Identity Proof + Residential Proof + Offer Letter + Salary Proof (Bank Statement/Payslip) + Relieving Documents
Clawback	90 Days