Wealth Advisor

2 days 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

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