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Assistant Manager / Manager / Senior Manager (Wealth Manager – HNI Acquisition)
Bangalore, India Full-time On-site
About the role
Purnartha Investment Advisers Pvt. Ltd. seeks experienced wealth managers to lead HNI acquisition across multiple Indian metros. Candidates will drive equity‑based investment sales, assess client risk profiles, and recommend tailored solutions. The role demands a proven track record in direct selling of financial products, strong HNI networks, and the ability to meet aggressive monthly targets. Excellent communication, presentation, and relationship‑building skills are essential. The position is full‑time, on‑site across Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, and Delhi.
What you’ll do
- Sell equity-based investment products
- Identify customer needs and assess risk appetite
- Provide suitable investment options
- Achieve monthly targets
- Report updates to superior
What you’ll bring
- Graduate or Postgraduate degree
- Experience selling financial products (equity, mutual funds, commodities, derivatives)
- Strong HNI connections and AUM ≥ ₹20 Cr
- Excellent communication and presentation skills
- Proactive, target-oriented, relationship-building
Skills
Direct selling of financial productsRisk assessment and client needs analysisTarget achievementCommunication and presentationRelationship building
Education
Graduate