Institutional Sales
Published date: 2026/11/07
Modified date: 2022/08/30
- Location: Kolkata, West Bengal, India
Job Role : Institutional Sales RM.
Location : Kolkata, Bangalore , Chennai.
Key Responsibilities & Accountabilities.
• Will be responsible for primarily selling Equity based investment products.
• To drive business with Purnartha’s institutional partners by engaging with them regularly in a
• structured format at Regional level and central level.
• 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.
Required Education, Skill Set & Knowledge.
• Graduate / Post graduate 4yrs- 8 years of Sales experience in Institutional and Channel Sales of financial products from any financial services industry.
• Equity/ Mutual Fund sales experience is preferred.
• Should have good communication & presentation skills.
• Pleasing and positive attitude.
• Should be a self-starter proactive & target oriented.
• Relationship building skills.
Send your CVs :hr@purnartha.com,keerthana@purnartha.com
Location : Kolkata, Bangalore , Chennai.
Key Responsibilities & Accountabilities.
• Will be responsible for primarily selling Equity based investment products.
• To drive business with Purnartha’s institutional partners by engaging with them regularly in a
• structured format at Regional level and central level.
• 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.
Required Education, Skill Set & Knowledge.
• Graduate / Post graduate 4yrs- 8 years of Sales experience in Institutional and Channel Sales of financial products from any financial services industry.
• Equity/ Mutual Fund sales experience is preferred.
• Should have good communication & presentation skills.
• Pleasing and positive attitude.
• Should be a self-starter proactive & target oriented.
• Relationship building skills.
Send your CVs :hr@purnartha.com,keerthana@purnartha.com
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