JOIN EXCELLENCE

JOINPURNARTHA!

Explore Your Potential with Purnartha: Where

Commitment Meets Excellence
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ABOUT PURNARTHA
At Purnartha, we're not just a company; we're a commitment to achieving the
highest levels of excellence. Trust is our driving force, propelling our mission
forward.
Imagine being part of an exceptional team that thrives on rapid growth and
innovation. Purnartha proudly stands as a SEBI registered Investment Advisor
and Portfolio Manager, with over a decade of expertise delivering unmatched
equity research and asset analytics services to global financial institutions.
Picture yourself alongside seasoned professionals in Portfolio Management,
Equity Research, and Investment Advisory as our success story continues to
unfold. We're the force behind the renowned 'Purnartha' brand, serving a
diverse clientele of domestic investors, NRIs, and institutions. Over the last
decade, we've carefully nurtured our philosophy, a foundation for long-term
wealth creation.
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Our research team is a blend of brilliance, featuring Chartered Accountants
with market experience, Chartered Financial Analysts, and MBAs from
esteemed Indian and global institutions. Led by an experienced dynamic
leadership, we unwaveringly pursue excellence.

Are you ready to envision your career journey at Purnartha?

With us, you will find challenges turn into opportunities, each effort is a step
towards progress, and success is a shared triumph.

Join us on this incredible journey of growth, innovation, and mutual success.


Why Joining Purnartha
Makes Sense?
At Purnartha, we don't just offer jobs; we provide you with a gateway to a
thriving and rewarding career. Embark on a journey with us, and discover the
myriad advantages that make Purnartha the ultimate destination for personal
and professional development.
Unparalleled Learning and
Growth: Purnartha is more
than an organization, offering
a dynamic ecosystem where
learning knows no bounds.
Your Ideas Matter: Innovation
knows no hierarchy at
Purnartha. We recognize that
the best ideas can come from
anyone, regardless of their
role.
Embrace Teamwork:
Collaboration is key to our
success. Your contributions as
a team player will be
celebrated and integral to our
collective achievements.
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Results that Speak Louder:
We thrive on results. Purnartha
is a place where your efforts
directly translate into
meaningful outcomes.
Active Mentoring: At
Purnartha, we provide active
mentoring to guide you
through your professional
growth while nurturing your
personal life.
Your Well-being Matters: We
actively engage in staff welfare
activities and initiatives,
ensuring a holistic experience
that caters to your physical,
mental, and emotional needs.
 THE ROLE
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Management Trainee - Assistant Manager
As a Management Trainee – Assistant Manager at Purnartha, your primary
focus will be on HNI (High Net Worth Individual) Client Acquisition. This role
is pivotal in promoting and selling our range of Equity-based investment
products. Your responsibilities will center around understanding and
fulfilling the investment needs of our clients.
Responsibilities and Role Clarity

Equity
Investment
Product Sales
Your core duty involves promoting and selling our
Equity-based investment offerings. You'll need to
master the features and benefits of our products
to effectively communicate their value to potential
clients.
Customer
Needs
A key aspect of your role is identifying the unique Assessment
financial goals and risk appetite of clients.
Through comprehensive conversations, you'll gain
insights to recommend suitable investment
options.

Target
Acheivement Purnartha sets monthly targets to drive our
collective success. As a dedicated team member,
you'll actively contribute to achieving these
targets, showcasing your commitment to your
role.

Transparent
Reporting
Regular communication with your immediate
supervisor is crucial. You'll provide timely updates
on your progress, ensuring a transparent and
collaborative work environment.
 WHAT WILL SET YOU
APART? 06
A post-graduate degree is a prerequisite. Knowledge of financial products, especially in the realm of
Equity and Mutual Funds, will be beneficial. As required by the current regulations, the candidate
should have cleared the NiSM Series XXI-A PMS Distributor’s Certificate Examination before joining
Purnartha.

Financial Product Expertise

Possess a strong understanding of financial products,
with a particular emphasis on Equity and financial
markets. This knowledge will be pivotal in effectively
communicating the value of our offerings to potential
clients.
Target Oriented:
Aiming for and achieving targets is at the heart of this
STRENGTHS role. Your results-oriented approach will drive our
collective achievements.
Proactive and Self-driven
A self-starter mentality is key. Proactively identifying
opportunities and pursuing them with determination
will be essential to your success

Communication Skills
Clear and impactful communication is essential. Your
ability to convey complex financial concepts in an
understandable manner will set you apart.
Positive Attitude
A pleasing and positive attitude is crucial in fostering
strong client relationships. Your positive demeanor will
SKILLS
contribute to building trust and confidence.
Relationship Building
Cultivating and maintaining relationships is paramount.
Your ability to connect with clients and understand
their financial aspirations will be invaluable.
 REWARDS THAT MATCH
YOUR POTENTIAL
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At Purnartha, we go beyond the ordinary, offering remuneration that truly

reflects your potential and dedication. We value your contributions and are
eager to empower you on your journey of excellence.

Our packages are structured to ensure you're well-compensated for your

efforts.

Total Gross CTC

Rs. 7.15L per annum

GET IN TOUCH
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