Wealth Advisor Needed

2 weeks ago

Koramangala Bengaluru Karnataka, India Paramount HR Full time

**CTC- fixed upto 10 LPA and variable upto 4 LPA**

Job Title ‘Premium Membership Program’- Associate/ Sr.

Associate

Department PREMIUM MEMBERSHIP PROGRAM (PMP)

Reports to (Job Title): Head PMP- Bangalore

Job Purpose

Provide the much-needed guidance to the existing annual Clients of ‘5 in 5 Strategy,’ ‘Mispriced

opportunities’ & ‘Combo’ services so that they upgrade themselves to the premium range of a service

like Premium Membership Program Subscription.

Ensure that the renewals of the subscriptions are done in time before the expiry day of the existing

clients.

Major Accountabilities
- Forms a part with the successful Premium Membership Program team based out of Bangalore to

manage existing subscribers’ renewals and upgrades to LONG TERM subscriptions.
- Drives clarity for the clients with a fair understanding of the benefits of the premium services like

LONG TERM subscription
- Manages a set of annual clients and keeps the connect strong for future upgrades to other

services such as ‘Dhawaan/ TTO and Secrets’
- Ensures all compliance norms are met from a SEBI disclosure standpoint
- Ensure exemplary communication with all stakeholders to update the progress made on

conversions and accounts maintained till date
- Identifies and resolves all operational issues clearly articulating the potential

recommendations/solutions
- Works cohesively with other teams and forms an important bond with other centers spread across

India
- Is proactive in planning; anticipating change and acting in accordance; drive meticulous

implementation of goals and metrics.
- Establishes, vigorously monitors and reports KPIs & takes proactive action to continuously strive

for improvements.

Key Performance Indicators
- Clearly communicates and lives the company’s missions and values
- Establishes accurate plans with clear, reasonable, and appropriate objectives, action steps, and

priorities
- Provides thought leadership to shape future decisions
- Adapts to changing objectives and priorities
- Continually measures outputs, capability, and success criteria
- Quality: As per KPIs and qualitative feedback from the clients
- Operational efficiency: Ensure optimal resource utilization
- Innovation: Ability to find creative ways to build client base and grow
- Values and behaviors: in line with standards of Research and Ranking

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

Pay: ₹600,000.00 - ₹1,000,000.00 per year

Schedule:

- Day shift

Application Question(s):

- Are you comfortable doing Hardcore Sales ?
- How Many Years of experience you have in BFSI Sector ?
- Do you have equity Market Knowledge ?

Work Location: In person

**Speak with the employer**
+91 9833283857

  • Wealth Advisor- Walkin Drive

    2 days 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...

  • Wealth Advisor

    2 days ago

    Bengaluru, India PeakAlpha Investment Services Pvt. Ltd. Full time

    WORK WITH INDIA’S BEST FINANCIAL ADVISORS and learn what it takes to be the best in the business MAKE A REAL DIFFERENCE in transforming people’s lives, because their financial health brings real happiness SLEEP IN PEACE EVERY NIGHT knowing you have worked productively and ethically, safeguarding your clients’ money as your own WORK FLEXIBLE HOURS and...

  • Wealth Advisor

    1 week ago

    Bengaluru, Karnataka, India Global Hr Services Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Dear Candidates,We have an excellent opening for Wealth Advisor in Bangalore - Koramangala locationCompany Profile: As part of Fintech 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 Indias first online non-discretionary equity advisory...

  • Investment Advisor

    2 weeks ago

    Bengaluru, India Wint Wealth Full time

    **Investment Advisors** **About Us** Wint Wealth has been created to revolutionise the fintech industry by democratising debt investment options for investors. Our platform provides diversification avenues for wealth-driven individuals by providing access to investment products with investments as low as ₹10,000 and educating everyone who's curious to...

  • Investment Advisor

    4 days ago

    Bengaluru, India Wint Wealth Full time

    **Investment Advisors** **About Us** Wint Wealth has been created to revolutionise the fintech industry by democratising debt investment options for investors. Our platform provides diversification avenues for wealth-driven individuals by providing access to investment products with investments as low as ₹10,000 and educating everyone who's curious to...

  • Walkin Drive For Wealth Advisor-Retail Sales

    1 week ago

    Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Role & responsibilities• Plan the days 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 clients investing goals• Interact with potential customers with the emphasis on high quality lead conversions.• Proactively follow up leads assigned...

  • Associate - Client Advisor Support

    2 weeks ago

    Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team. As the Client Advisor in our Global Private Bank Advisor Support Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing presentations and materials for...

  • Senior User Interface Designer

    2 weeks ago

    Bengaluru, India Novelty Wealth Full time

    Job Description Company Description Novelty Wealth is revolutionizing wealth management by offering accessible and comprehensive financial solutions for everyone. Combining SEBI-registered expertise with advanced AI technology, Novelty Wealth delivers personalized 360 financial planning, covering investments, taxes, insurance, and budgeting for individuals...

  • Product Advisor

    2 weeks ago

    Koramangala, Bengaluru, Karnataka, India Jobsin360 Full time

    Designation - Product Advisor Bangalore-Need good Kannada / Tamil or telugu and Average English experience in Tele Sales/upsell/renewals. Qualification - HSC passed. Salary - 18K IH + Incentives 1 Rotational week off between Monday to Friday. **Education**: - Higher Secondary(12th Pass) (required) **Experience**: - Telesales: 1 year...

  • Wint Wealth

    1 week ago

    Bengaluru, India Wint Wealth Full time

    Description:The problem we are trying to solve at Wint Wealth:Discover a Revolution in FintechEstablished in 2020, Wint Wealth is one of Indias largest online bond platforms, trusted by over 1,00,000+ investors. With retail investments exceeding Rs. 3000 crore, we continue to empower retail investors through accessible and secure bond investments. We are an...