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Wealth Advisor
White ForceMumbai, Maharashtra, India5 hours ago
Job descriptionIdentify fitment of Wealth Advisory products matching the client’s investing goals Interact with potential customers with the emphasis on high quality 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 Disseminate the learnings / good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise. Graduate (Mandatory) At least 0.6 -3 years working within a Wealth Advisory environment preferably in Fluency in English, Hindi & any one regional language 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
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
lead conversions.
Practice Ideas.
Requirements
a proactive role in a BFSI / Finance / Marketing sector.
Excellent communication skills – verbal and written communication skills
Knowledge of Equities Market added advantage.
Thanks & Regards
Princy Tiwari
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Wealth Advisor • Mumbai, Maharashtra, India
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