Wealth Advisor

2 weeks ago

Andheri East Mumbai Maharashtra, India Quantsapp Private Limited Full time

**About the role**

We are actively seeking enthusiastic go-getter to join the business team at Quantsapp. In this role, you will be responsible for acquiring, developing and retaining client relationships across India.

**What you will work on: Mutual Fund Sales**
- You engage with potential and existing clients digitally and in person if needed and help them with Portfolio re-balance or creation using our Quant Tools
- Relationship management with mapped clients for obtaining additional AUM
- Have good knowledge of the overall markets and use those points in your conversations with clients
- Help clients in their on-boarding process and offer superior service by ensuring a quick turnaround time for all customer queries regarding their investment requirements
- Be responsible for the delivery of sales targets monthly

**What We Expect**:

- Excellent communication skills
- Fair understanding of mutual funds & other financial products
- Achieve daily metrics
- Relevant experience in financial sales, mutual fund sales preferred
- Have the openness to change, embrace challenges, and continuously seek opportunities for growth and development

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

Pay: ₹20,000.00 - ₹40,000.00 per month

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

**Experience**:

- mutual fund sales: 1 year (required)

Work Location: In person

**Speak with the employer**
+91 8655646022

  • Content Writer

    3 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Nuvama Wealth Full time

    Overview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...

  • Content writer

    4 days ago

    Mumbai, India Nuvama Wealth Full time

    Overview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...

  • Content Writer

    3 days ago

    mumbai, India Nuvama Wealth Full time

    Overview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...

  • Content Writer

    2 days ago

    Mumbai, India Nuvama Wealth Full time

    Overview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...

  • Content Writer

    3 weeks ago

    Mumbai, India Nuvama Wealth Full time

    Overview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...

  • AVP/Senior Wealth Advisor – HNI/UHNI Segment

    1 week ago

    mumbai, India SMIFS Wealth Management Ltd Full time

    Position: AVP/Senior Wealth Advisor – HNI/UHNI Segment Location: Mumbai, India Experience: 3–15 years in Wealth/Private Banking/Investment Advisory CTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth management...

  • AVP/Senior Wealth Advisor

    1 week ago

    Mumbai, India SMIFS Wealth Management Ltd Full time

    Position : AVP/Senior Wealth Advisor – HNI/UHNI Segment Location : Mumbai, IndiaExperience : 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC : As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private...

  • AVP/Senior Wealth Advisor – HNI/UHNI Segment

    1 week ago

    Mumbai, India SMIFS Wealth Management Ltd Full time

    Position : AVP/Senior Wealth Advisor – HNI/UHNI SegmentLocation : Mumbai, IndiaExperience : 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC : As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth...

  • Content Writer

    3 weeks ago

    Mumbai, India Nuvama Wealth Full time

    Overview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...

  • Content Writer

    4 weeks ago

    Mumbai, India Nuvama Wealth Full time

    Overview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...