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Wealth Advisor

Wealth Advisor

White Forcenavi mumbai, India
15 hours ago
Job description

Job description

Key Roles / Responsibilities

  • Plan the day’s work with emphasis on leads to be contacted basis the

importance of the Wealth Advisory funnel and size

  • Identify fitment of Wealth Advisory products matching the client’s investing goals
  • Interact with potential customers with the emphasis on high quality

    • lead conversions.

  • Proactively follow up leads assigned by Wealth Advisory Head and report the progress with mitigation plan on how to achieve the results as well.
  • Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives.
  • Contribute to the team performance by sharing and implementing Best

    • Practice Ideas.

  • Disseminate the learnings / good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise.

    • Requirements

  • Graduate (Mandatory)
  • At least 0.6 -3 years working within a Wealth Advisory environment preferably in

    • a proactive role in a BFSI / Finance / Marketing sector.

  • Fluency in English, Hindi & any one regional language

    • Excellent communication skills – verbal and written communication skills

  • High degree of accuracy
  • Willing and able to work extra hours on occasions to complete tasks
  • Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month)
  • Joining Time : ASAP

    • Knowledge of Equities Market added advantage.

    Thanks & Regards

    HR Sonali

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