Job Role: Wealth Manager – HNI Acquisition
Company: Purnartha Investment Advisers Pvt. Ltd.
Location: Hyderabad
Experience Required: 4 to 8 Years

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CTC: Up to ₹10 Lacs

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Job Description:
The Wealth Manager will be responsible for acquiring and managing High Net Worth Individual (HNI) clients by offering equity-based investment solutions. The role focuses on building long-term client relationships, understanding client financial goals, and delivering customized investment advice while achieving assigned business targets.

Key Responsibilities:
The candidate will be responsible for selling equity-based investment products.
Identify customer financial needs, assess risk appetite, and recommend suitable investment options.
Achieve monthly sales and revenue targets as assigned by the organization.
Maintain and develop strong relationships with HNI clients.
Provide regular updates and reports to the immediate superior as required.

Required Education and Skills:
Graduate or Post Graduate qualification is mandatory.
Experience in direct selling of financial products such as PMS and Advisory services.
Candidates with an existing AUM of 20 Crores or above and strong HNI connections will have an added advantage.
Good communication and presentation skills are essential.
Candidate should have a pleasing personality with a positive attitude.
Must be self-motivated, proactive, and target-oriented.
Strong relationship-building and client management skills are required.