Wealth Advisor

2 weeks ago

Lower Parel Mumbai Maharashtra, India Behoof Ventures Pvt Ltd Full time

We have opening with one of the SEBI registered advisory company based at Lower Parel as Wealth Advisor.

Retail Wealth Advisory 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 potential customers over connections for most part of his/her day for pitching company’s product/offerings. Since this form of conversation is

dependent on good communication skills is mandatory. He/she must be able to plan the number of fresh/follow-up connections. He/she has to do in order to meet targets. The job requires good convincing and persuading skills and a thorough understanding of the company's offerings. The SWC/SSWC is also expected to be keep abreast

of the news and events that make the equity market dynamic in nature.

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.

Regards

Dimple

**Job Types**: Full-time, Permanent

Pay: ₹400,000.00 - ₹550,000.00 per year

**Benefits**:

- Health insurance
- Life insurance
- Paid sick time
- Provident Fund

Schedule:

- Day shift
- Fixed shift

Supplemental Pay:

- Performance bonus
- Quarterly bonus

Work Location: In person

**Speak with the employer**
+91 9820840908

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