Wealth Advisor- Walkin Drive

24 hours ago

Koramangala Bengaluru Karnataka, India Equentis wealth advisory pvt. ltd Full time

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 extensive client interaction, requiring excellent communication and persuasive skills to drive conversions and meet performance targets. Key Responsibilities: -Plan daily outreach activities based on lead priority and funnel stage. -Understand client needs and recommend suitable Wealth Advisory products aligned with their financial goals. -Engage with potential clients through calls and digital interactions to pitch investment offerings and convert leads. -Follow up on assigned leads, updating progress regularly and developing strategies to meet set targets. -Collaborate closely with the Wealth Advisory Head to align with business goals and deliver consistent performance. -Share best practices, success stories, and learning experiences with peers to enhance team effectiveness. -Stay updated with current market trends and equity-related developments to provide informed advice to clients. Requirements: -Graduate (mandatory) -6 months to 3 years of experience in Wealth Advisory, preferably in a proactive sales or client-facing role within BFSI/Finance/Marketing sectors. -Proficient in English, Hindi, and at least one regional language. -Strong communication skills - both verbal and written. -High attention to detail and accuracy in work. -Willingness to work extended hours as needed to meet deadlines or client commitments. -Flexibility to attend monthly meetings or events outside regular working hours. -Knowledge of equity markets is an added advantage.

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

Pay: ₹278,831.92 - ₹500,000.00 per year

**Benefits**:

- Health insurance
- Life insurance
- Provident Fund

Work Location: In person

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