Wealth Advisor

1 week ago

Lower Parel Mumbai Maharashtra, India Job Matchmakers Full time

**Job Title**: Wealth Advisor
**Location**: Lower Parel, Mumbai

**Key Responsibilities**:

- **Daily Planning**:

- Organize daily tasks with a focus on lead prioritization based on the Wealth Advisory funnel and potential client value.
- **Client Fitment & Engagement**:

- Match Wealth Advisory products to clients’ investment goals.
- Engage with potential customers to maximize high-quality lead conversions.
- **Lead Management**:

- Follow up proactively on assigned leads and update the Wealth Advisory Head on progress and plans for improvement.
- **Collaboration**:

- Work closely with the Wealth Advisory Head to meet organizational objectives.
- Share and implement best practices within the team, fostering a knowledge-sharing culture.
- **Market Awareness**:

- Stay informed about market news and events impacting equity markets to provide informed advice to clients.

**Requirements**:

- **Education**: Graduate (mandatory).
- **Experience**: 0.6-3 years in Wealth Advisory, preferably within BFSI, Finance, or Marketing sectors in a proactive role.
- **Skills**:

- Fluency in English, Hindi, and one regional language.
- Strong verbal and written communication skills.
- High level of accuracy and attention to detail.
- Ability to work extra hours when necessary to meet targets or attend monthly meetings outside regular hours.
- **Additional Qualifications**:

- Knowledge of equity markets is an advantage.
- Immediate availability for joining is preferred.

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

Pay: Up to ₹35,000.00 per month

**Benefits**:

- Leave encashment
- Paid sick time

Schedule:

- Day shift
- Fixed shift

Supplemental Pay:

- Commission pay

Application Question(s):

- Can you join immediately?
- Current CTC
- Expected CTC

**Experience**:

- Wealth management: 1 year (required)

**Location**:

- Lower Parel, Mumbai, Maharashtra (required)

Work Location: In person

**Speak with the employer**
+91 9131344319

  • Wealth Advisor

    1 week 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...

  • Wealth Advisor

    7 days ago

    Lower Parel, Mumbai, Maharashtra, India Cohire Solutions Pvt Ltd Full time

    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...

  • Equity Sales or Wealth Advisor

    1 week ago

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

    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...

  • Sales Wealth Advisor

    1 week ago

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

    Role & responsibilitiesSales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) 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 existing customers over calls for most part of his/her day for...

  • Senior Wealth Advisor

    2 weeks ago

    Mumbai, Maharashtra, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,50,00,000

    Senior Wealth AdvisorNuvama Wealth Management is one of India's leading wealth and asset management firms. The role requires the candidate to be proficient in financial markets and wealth management.We are looking for a seasoned Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients' banking and investment...

  • Wealth Advisor

    1 week ago

    Mumbai, Maharashtra, India Infospire IT Solutions Private Limited Full time

    **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 India’s first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and...

  • Private Wealth Manager

    6 days ago

    Mumbai, Maharashtra, India SMIFS Wealth Management Ltd Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Position: 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 entrepreneurialWealth Advisorto join our fast-growing private wealth management team. This role...

  • Private Wealth Advisor

    2 weeks ago

    Mumbai, Maharashtra, India beBeePortfolioManager Full time ₹ 2,50,00,000 - ₹ 5,00,00,000

    Seeking an experienced Portfolio Manager to join our team as a Private Wealth Advisor.Key Responsibilities:Analyze client risk appetite, short-term, and long-term goals using financial acumen and expertise.Develop tailored global asset allocation strategies recommending opportunities across domestic and offshore asset classes.Maintain alignment between...

  • Equity Advisor

    2 weeks 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...

  • Sales Advisor

    1 week ago

    Lower Parel, Mumbai, Maharashtra, India Job Matchmakers Full time

    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...