Careers

Industry

Banking / Financial Services / Broking

Experience

2 - 9 years

Location

Mumbai, Kolkata, Chennai, Ahmedabad, New Delhi, Hyderabad, Pune, Bengaluru

Apply

To apply, email your resume at

hr@purnartha.com

Desired Profile

  • Graduate/Post-graduate in any stream.
  • Has experience in direct selling of financial products.
  • Equity/Mutual Fund or capital markets sales experience is a must.
  • An AUM size of minimum Rs. 20cr will be an advantage.
  • A connect among HNIs is favourable.

Job Description

Primarily responsible for selling equity-based investment products.

Identifying customer needs, assessing their risk appetite and providing them with investment options.

Achieving targets as assigned by the organization on a monthly basis.

Industry

Capital Markets/Broking/Banking/Call Centre or ITES

Experience

1-8 years

Location

Pune

Apply

To apply, email your resume at

hr@purnartha.com

Desired Profile

  • Bachelors in any stream.
  • Has experience in customer service, lead generation or sales.
  • Exceptional verbal communication skills.

Job Description

Generating marketing qualified leads.

Maintain and update an accurate log of activity in the CRM system.

Help refine marketing communications by providing summarized findings from client interaction.

Day shift only (9.30am to 6.30pm)

Industry

Capital Markets/Banking

Experience

1-10 years

Location

Pune

Apply

To apply, email your resume at

hr@purnartha.com

Desired Profile

  • CA/CFA/Charter Holder/MBA from a reputed institute.
  • Sound knowledge of relevant concepts associated with buy-side equity research, such as financial analysis, economics, business, etc.
  • Awareness about accounting standards and the ability to differentiate between aggressive and conservative accounting practices.
  • Should be proficient in ratio analysis and comprehending financial statements to make necessary analytical adjustments.
  • Familiarity with financial databases like Bloomberg and Capitaline databases would be a plus.

Job Description

Understanding business drivers and identifying investment opportunities.

Monitoring existing investments and updating models and reports based on the results and other material events.

Must update themselves by reading annual reports and all relevant literature to gain an in-depth understanding of businesses.

SEBI Registration Details:
Registered Name : Purnartha Investment Advisers Private Limited
Type of registration : Non-Individual Investment Advisor
Registration No. : INA000000672
Validity : Dec 26, 2013- Perpetual

View SEBI Certificate

Purnartha is pleased to announce the launch of its Portfolio Management Services for Institutional clients.

Download the brochure to know more !

Download Brochure
Investment Advisory
Download Brochure
Portfolio Management Services

CIN.: U 72200 PN 2011 PTC 138994

In case of any queries or grievances, please feel free to get in touch on

servicedesk@purnartha.com or grievances@purnartha.com

Call Us at 1800-102-6975*

*As a precaution against COVID 19, our Client servicing team is working with limited resources and will not be able to take your call. Please write to us on servicedesk@purnartha.com and we will revert.

Purnartha Investment Advisers Pvt. Ltd. (henceforth known as Purnartha), is a SEBI registered advisor and provides investment advisory services. We have 10+ years of experience in providing equity research services to global financial institutions.