Wealth Advisor

2 weeks ago

Lower Parel Mumbai Maharashtra, India Equentis Capital Full time

Hi ,

Glad to connect with you

Please find the appended job description for the role Wealth Advisor for Equentis for your reference and let me know if you wish to pursue the same.

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

Best Wishes

Harsh

9005552599

Cohire Solutions

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

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

Application Question(s):

- Wealth Advisor

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

**Speak with the employer**
+91 9005552599

  • Wealth Advisor

    2 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

    2 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...

  • Private Wealth Advisor

    2 days ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000

    Unlock Your Potential as a Private Wealth AdvisorJob Description:We are seeking an experienced and skilled Private Banker to join our team. As a Private Banker, you will be responsible for providing personalized wealth management services to high net worth individuals.Required Skills and Qualifications: To succeed in this role, you must have a strong...

  • Wealth Advisor

    2 days ago

    Navi Mumbai, Maharashtra, 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.  *...

  • Strategic Wealth Advisors Wanted

    6 days ago

    Mumbai, Bengaluru / Bangalore, Chennai, India beBeeAdviser Full time ₹ 8,00,000 - ₹ 12,00,000

    Strategic Wealth Advisors WantedWe are seeking experienced and driven wealth advisors to join our team. As a strategic advisor, you will be responsible for acquiring, managing, and advising high net worth clients. Your role will involve driving revenue across a diverse range of investment products and ensuring unparalleled client satisfaction.Key...

  • Wealth Advisor

    2 weeks ago

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

    **Job Summary**: **Responsibilities**: **Client Acquisition & Management**: - Identify and onboard new clients through lead generation and networking. - Build and maintain strong relationships with clients to ensure customer satisfaction. **Sales & Revenue Generation**: - Promote and sell wealth products, including Mutual funds, Insurance (Life Insurance,...

  • Wealth Advisor

    3 days ago

    Mumbai, Chennai, Chandigarh, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

    Career Opportunities in Investment Advisory ServicesOur organization is seeking an experienced and skilled investment advisor to cater to the needs of high net worth individuals.To provide customized wealth advisory services to HNI clients, meeting their financial objectives and risk tolerance.To recommend suitable investment products such as mutual funds,...

  • Inside Sales Associate

    2 weeks ago

    Lower Parel, Mumbai, Maharashtra, India gsm GmbH Full time

    We have excellent opportunity in Mumbai for Wealth Advisor, based in Lower Parel Please note this is office based Sales job, into client acquisition Excellent incentive structure. Min Salary including incentives 8 lakhs pa Regards Team HR **Job Types**: Full-time, Permanent Pay: ₹40,000.00 - ₹50,000.00 per month **Benefits**: - Health...

  • Customer Support Executive

    2 days ago

    Ghatkopar, Mumbai, Maharashtra, India ISOLN Wealth Full time

    **Position: Customer Support Executive** **Location: Andheri, Mumbai** **Experience: 6 months to 1 Year** **Type: Full-time** **Responsibilities**: - Handle client queries professionally and redirect them to the branch head/concerned advisor when needed. - Provide basic information about the company, services & products (wealth management, investment...

  • Inside Sales Executive

    20 hours ago

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

    Role Overview: As a Retail Sales Advisor, you will help clients build wealth through smart equity investments. You will spend most of your day talking to potential customers on the phone, selling our products. Good communication skills are essential. You will need to plan and make new and follow-up calls to meet your targets. Knowing about the equity market...