Wealth Advisor

3 weeks ago

Mumbai, India White Force Full time

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
Princy Tiwari

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