Senior Wealth Advisor

3 weeks ago


Bengaluru, India Equentis Wealth Advisory Full time

Role & responsibilities

Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for selling companys product/offerings. Since this form of selling is dependent on communication skills, good communication skills are a must. He/she must be able to plan the number of fresh/follow-up calls he/she has to do in order to meet targets. The job requires good selling and persuading skills and a thorough understanding of the company's offerings. The Sales Wealth Counsellor/Senior Sales Wealth Counsellor is also expected to be keep abreast of the news and events that make the equity market dynamic in nature


• Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size

  • Identify fitment of sales products matching the clients investing goals
  • Interact with potential customers with the emphasis on high quality lead conversions.
  • Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well.
  • Work closely with the Sales Head to achieve sales 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

Preferred candidate profile


• At least 1-8 years working within a sales environment


• Fluency in English, Hindi & any one regional language


• Excellent communication skills verbal and written & Excellent telephone 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)


• NISM certification preferred


  • Senior Wealth Manager

    4 weeks ago


    Bengaluru, Karnataka, India Nuvama Wealth Full time

    Job DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...


  • Bengaluru, Karnataka, India equentis Full time ₹ 5,00,000 - ₹ 8,00,000 per year

    Company DescriptionEquentis is a SEBI-registered investment advisory firm focused on long-term wealth building through the stock market. Our personalized stock recommendations are powered by over 300 AI-based algorithms backed by thorough research to understand clients' goals and risk appetite. Our mission is to help individuals create generational wealth....


  • Bengaluru, India equentis Full time

    Company Description Equentis is a SEBI-registered investment advisory firm focused on long-term wealth building through the stock market. Our personalized stock recommendations are powered by over 300 AI-based algorithms backed by thorough research to understand clients' goals and risk appetite. Our mission is to help individuals create generational wealth....


  • Bengaluru, India Nuvama Wealth Full time

    Job Description Company Description Nuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

  • Wealth Advisor

    1 week ago


    Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Premium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...


  • Bengaluru, India Banking and NBFC job Full time

    Job Title Senior Vice President – Wealth Management Location Bangalore CTC: Up to 65 LPA About the Role The Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role...

  • Wealth Advisors

    2 weeks ago


    Bengaluru, Hyderabad, Vijayawada, India Kapil It Solutions Full time ₹ 10,00,000 - ₹ 1,00,00,000 per year

    Company Name: Kapil GroupJob Title: Wealth Advisors / Channel Partners (Freelancer)Earn additional income along with your regular income. We welcome applications from all professionals whether you are employed in private sector like software MNCs, Government Sector or Self-employed/Own Business. Training and Support is provided on Kapil Group Products and...


  • Bengaluru, India Banking And NBFC Job Full time

    Job TitleSenior Vice President – Wealth Management LocationBangaloreCTC: Up to 65 LPAAbout the RoleThe Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not team...


  • Bengaluru, Karnataka, India equentis Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionEquentis is a SEBI-registered investment advisory dedicated to helping clients build long-term wealth in the stock market. Equentis - Research & Ranking provides personalized stock recommendations based on clients' goals and risk appetites, supported by over 300 AI-based algorithms and in-depth research. The firm aims to create...

  • Wealth Manager

    2 weeks ago


    Bengaluru, Hyderabad, Mysuru, India PL Info Consultancy Services Full time ₹ 8,00,000 - ₹ 15,00,000 per year

    Wealth Manager – Brokerage & Investment Advisory Financial Advisor / Wealth Manager – Leading Brokerage Relationship Manager – Wealth & Investments Wealth Management Professional – Advisory Portfolio & Wealth Manager – Brokerage Industry