Banking / Financial Services / Broking
2 - 9 years
Mumbai, Kolkata, Chennai, Ahmedabad, New Delhi, Hyderabad, Pune, Bengaluru
To apply, email your resume at
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.
Capital Markets/Broking/Banking/Call Centre or ITES
1-8 years
Pune
To apply, email your resume at
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)
Capital Markets/Banking
1-10 years
Pune
To apply, email your resume at
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 | Portfolio Manager |
| Registration No: | INA000000672 | INP000007021 |
| Validity: | Dec 26, 2013- Perpetual | Jul 23, 2020- Perpetual |
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Investment Advisory
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Portfolio Management Services
