Purnartha

Erandwane, Pune

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 Responsible for managing HNI clients and acquiring new customers through referrals, meetups, camps, and client calls Maintaining client relationships and generating AUM from preferred clients through asset allocation, portfolio management, and retirement planning Advising Affluent clients on their Investments and managing their overall financial portfolio whilst deepening the wallet from existing clients through referrals from existing clients To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into client's portfolios