Equity 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 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 BestPractice Ideas.

**Disseminate the learnings/ good practices across team(s) so that theknowledge sharing is encouraged and rewarded likewise**

You can also share your CV on whatsapp no. **9820273779**

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

Pay: Up to ₹450,000.00 per year

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

Pay: ₹35,000.00 - ₹45,000.00 per month

Schedule:

- Day shift

Work Location: In person

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