Wealth Advisor

12 hours 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

  • Wealth Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Equentis Wealth Advisory Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company Profile:As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a...

  • Wealth Advisor

    7 days ago

    Lower Parel, Mumbai, Maharashtra, India Paramount HR Full time

    Key Roles / Responsibilities **Plan the day’s work with emphasis on leads to be contacted basis theimportance 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 qualitylead conversions.** Proactively follow up leads...

  • Wealth Advisor Sales role

    5 days ago

    Lower Parel, Mumbai, Maharashtra, India Paramount HR Full time ₹ 4,00,000 - ₹ 5,50,000 per year

    Position: Retail Wealth Advisor (SWC/SSWC)Location: BangaloreJoining Time: ASAPOverview:We are looking for dynamic and goal-oriented professionals for our Retail Wealth Advisory team. As a Senior/Wealth Consultant (SWC/SSWC), you will be responsible for helping clients build long-term wealth through disciplined equity investments. This role involves...

  • Wealth Advisor

    7 days ago

    Lower Parel, Mumbai, Maharashtra, India Paramount HR Full time ₹ 2,00,000 - ₹ 5,50,000 per year

    wats appcv on Sheetal (only wats app -no calls)Location – Mumbai – Lower ParelPosition:– Wealth AdvisoryBroaderRole / Responsibilities:Qualify leads by understanding customer needs and pain points. Conduct outboundprospecting and inbound lead follow-up via phone, email, and other digital channels.Present products or services clearly and persuasively to...

  • Principal Wealth Advisor

    2 weeks ago

    Mumbai, Maharashtra, India The Financialist Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations.-Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile.-Conduct thorough analysis of client's financial...

  • Principal Wealth Advisor

    1 week ago

    Mumbai, Maharashtra, India The Financialist Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    What are we looking for? The Financialist is seeking an individual who swears by "Stay Hungry Stay Foolish" and comes up with innovative solutions. You'll be part of the wealth advisory team and will work with founding team members on building the company. Job Description : The job entails being a part of the advisory team that vides comprehensive...

  • Wealth Advisor Needed

    2 weeks ago

    Lower Parel, Mumbai, Maharashtra, India Paramount HR Full time

    Equentis - Weath Advisors - Open to BPO crowd as well - Good communication skills, street smart, Sales Associates. Need Someone who is into hardcore sales. Job location - Lower Parel Need Graduate Experience - 1Year + **Age Bracket - Upto 30 Years** Pay: ₹450,000.00 - ₹550,000.00 per year Schedule: - Day shift - Evening shift **Experience**: -...

  • Wealth Advisor

    2 weeks ago

    Mumbai, India STAFFIAA Full time

    Position: PCG Advisor (Private Client Group) Location: Mumbai, Maharashtra, India CTC: 15 LPA +  Role Overview: We are looking for a PCG Advisor to manage and grow relationships with High Net Worth (HNI/Ultra-HNI) clients by providing comprehensive wealth management solutions. Key Responsibilities: Manage investment portfolios for HNI/Ultra-HNI clients....

  • Wealth Advisor

    2 days ago

    Mumbai, Maharashtra, India Equuentis Full time ₹ 2,75,000 - ₹ 5,50,000 per year

    *Job Description: Inside Sales Role - Retail Sales Advisor* *Position*: Retail Sales Advisor   *Location*: Lower Parel   *Salary*: ₹2.75 LPA to ₹5.5 LPA + ₹4 Lac Incentive   *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...

  • Wealth Advisor

    13 hours ago

    Lower Parel, Mumbai, Maharashtra, India Paramount HR Full time

    **Location - Mumbai - Lower Parel** **Position: - Wealth Advisory** **BroaderRole / Responsibilities**: 1. Qualify leads by understanding customer needs and pain points. Conduct outbound 2. Present products or services clearly and persuasively to potential customers. Maintain detailed records of interactions and sales activities in the CRM system. 3....