Wealth Advisor

2 weeks ago

Lower Parel Mumbai Maharashtra, India Radiant Job Full time

**Job Description: Sales**

**Title: Wealth Counsellor**

**salary
- 10 Lpa**

**BFSI knowledge/exp is mandatory**

**(last drawn more than 5lpa)**

**Working Days: Monday to Friday (4th and 5th Saturdays are working)**

**Working Hours: 8.5-hour shift (Login between 9 AM - 10:30 AM, Log-out**

**between 5:30 PM - 7:30 PM)**

**Broader Role / Responsibilities**

**sales counsellor is a professional who is responsible for selling products or services to**

**customers in person and online. They typically work in a retail setting, and they may also work in a**

**business-to-business setting. sales counsellors must have excellent communication and**

**interpersonal skills, as they will be interacting with customers daily. They must also be**

**knowledgeable about the markets.**

**The job duties of an offline sales counsellor may include**:
**Identifying customer needs**

**Presenting products or services to customers**

**Answering customer questions**

**Closing sales**

**Following up with customers**

**Maintaining customer relationships**

**The qualifications for an sales counsellor may include**:
**College Degree**

**3-5 years of experience in sales**

**Excellent communication and interpersonal skills**

**Knowledge of the markets**

**Ability to work independently and as part of a teams.**

**Required Competencies.**

**Here are some of the skills and qualities that are essential for an sales counsellor**:
**Communication skills**:
**Interpersonal skills**

**Sales skills**:
**Stock Market Knowledge**:
**Ability to work independently**:
Pay: ₹25,000.00 - ₹75,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift
- Morning shift

**Education**:

- Bachelor's (required)

**Experience**:

- total work: 2 years (required)

Work Location: In person

**Speak with the employer**
+91 7710067220

  • The Financialist

    3 weeks ago

    Mumbai, India The Financialist Full time

    About the Financialist :The Financialist is strategically backed by Zerodha. We are building India's best Personal Finance & Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients' financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment...

  • Wealth Advisor

    6 months ago

    Mumbai, Maharashtra, India Zecruiters Jobconnect Private Limited Full time

    Zecruiters Jobconnect Pvt Ltd is hiring Wealth Advisor for one of the reputed Finance Services. Experience : 2 and above Ctc : upto 15lpa Location : Andheri Chakala, Mumbai We are seeking a motivated and experienced individual to join our team as an Executive/Senior of new clients, creating personalized financial plans, discussing various financial...

  • Nuvama Wealth | Sr. HR Business Partner

    4 weeks ago

    mumbai, India Nuvama Wealth Full time

    Key responsibilities: • Partner with senior business stakeholders for understanding business goals and requirements and create roadmap for HR Interventions, in line with buss strategy • Curate & drive customized solutions and programs aligned to business and HR objectives • Collaborating with business heads on Overall Organization Structure & Talent...

  • Nuvama Wealth | Sr. HR Business Partner

    4 weeks ago

    mumbai, India Nuvama Wealth Full time

    Key responsibilities:• Partner with senior business stakeholders for understanding business goals and requirements and create roadmap for HR Interventions, in line with buss strategy• Curate & drive customized solutions and programs aligned to business and HR objectives• Collaborating with business heads on Overall Organization Structure & Talent...

  • Wealth Advisor

    6 months ago

    Lower Parel, Mumbai, Maharashtra, India GrownowHR Full time

    **Job Role / Responsibilities** - **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 client’s investing goals**: - **Interact with potential customers with the emphasis on high quality** **lead conversions.** - **Proactively follow up...

  • Wealth Advisor

    6 months ago

    Lower Parel, Mumbai, Maharashtra, India Research and Ranking Full time

    Broader Role / Responsibilities - Plan the day’s work with emphasis on leads to be contacted basis the importance of the sales funnel and size - Identify fitment of sales 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 Sales...

  • Principal Wealth Advisor

    4 weeks ago

    mumbai, India The Financialist Full time

    What are we looking for? The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. Job description: The job entails providing investment guidance to clients regarding their investment needs. The advice given should be coherent with the principles of financial planning, keeping in mind the...

  • Principal Wealth Advisor

    4 weeks ago

    mumbai, India The Financialist Full time

    What are we looking for? The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. Job description: The job entails providing investment guidance to clients regarding their investment needs. The advice given should be coherent with the principles of financial planning, keeping in mind the...

  • Principal wealth advisor

    4 weeks ago

    Mumbai, India The Financialist Full time

    What are we looking for?  The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. Job description: The job entails providing investment guidance to clients regarding their investment needs. The advice given should be coherent with the principles of financial planning, keeping in...

  • Wealth Products

    3 months ago

    Mumbai, Maharashtra, India DreamsAI Innovation Pvt. Ltd. Full time

    **Job Summary**: The Wealth Product - Sales and Distribution Manager is responsible for overseeing and enhancing the sales and distribution activities related to wealth products including but not limited to Mutual Funds, Insurance etc. This role involves developing and implementing strategies to drive sales growth, managing relationships with financial...

  • Wealth Product- Sales and Distribution

    2 months ago

    Mumbai, Maharashtra, India Five Fivers Technologies Pvt Ltd Full time

    **Job description** **Job Summary**: The Wealth Product - Sales and Distribution Manager is responsible for overseeing and enhancing the sales and distribution activities related to wealth products including but not limited to Mutual Funds, Insurance etc. This role involves developing and implementing strategies to drive sales growth, managing relationships...

  • Private Wealth Advisor

    4 weeks ago

    mumbai, India equentis Full time

    Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via...

  • Private Wealth Advisor

    4 weeks ago

    Mumbai, India equentis Full time

    Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via...

  • Senior Wealth Manager

    2 weeks ago

    Mumbai, India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Wealth Relationship ManagerLocation - Mumbai/ Delhi/ ChennaiExperience Range - 6-15 yearsMandatory Requirement:1. Client Acquisition2. Wealth Management3. Corporate Clients / Institutional ClientsAbout the client:Our Client is a Wealth & Asset Management company that focuses on building customized, value-based solutions for clients across...

  • Senior wealth manager

    2 weeks ago

    Mumbai, India SKS Enterpprises - Human Resource Planning And Management Full time

    Position Name - Wealth Relationship ManagerLocation - Mumbai/ Delhi/ ChennaiExperience Range - 6-15 yearsMandatory Requirement:Client AcquisitionWealth ManagementCorporate Clients / Institutional ClientsAbout the client:Our Client is a Wealth & Asset Management company that focuses on building customized, value-based solutions for clients across Asia. Built...

  • Principal Wealth Advisor

    4 weeks ago

    Mumbai, India The Financialist Full time

    What are we looking for? The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. Job description:The job entails providing investment guidance to clients regarding their investment needs. The advice given should be coherent with the principles of financial planning, keeping in mind the...

  • Principal Wealth Advisor

    4 weeks ago

    Mumbai, India The Financialist Full time

    What are we looking for? The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. Job description:The job entails providing investment guidance to clients regarding their investment needs. The advice given should be coherent with the principles of financial planning, keeping in mind the...

  • Private Wealth Advisor

    4 weeks ago

    mumbai, India equentis Full time

    Location – Mumbai – Lower Parel Position: Wealth Manager - Private Wealth Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales...

  • Private Wealth Advisor

    4 weeks ago

    Mumbai, India equentis Full time

    Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via...

  • Private Wealth Advisor

    4 weeks ago

    Mumbai, India equentis Full time

    Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via...