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Wealth Manager - Sales - Investment Product


Purnartha Investment Advisors


Location

Kolhapur | India


Job description

- 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 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. (ref:updazz.com)


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