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

    4 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

    4 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 Management Advisor

    2 weeks ago

    Bengaluru, Karnataka, India equentis Full time ₹ 5,00,000 - ₹ 8,00,000 per year

    Company DescriptionEquentis is a SEBI-registered investment advisory firm focused on long-term wealth building through the stock market. Our personalized stock recommendations are powered by over 300 AI-based algorithms backed by thorough research to understand clients' goals and risk appetite. Our mission is to help individuals create generational wealth....

  • Senior Wealth Advisor

    2 weeks ago

    Bengaluru, Karnataka, India Equentis Wealth Advisory Full time US$ 60,000 - US$ 1,20,000 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...

  • Wealth Advisor

    4 days 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...

  • Wealth Advisor

    1 week ago

    Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Premium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...

  • 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...

  • Walkin Drive For Wealth Advisor-Retail Sales

    5 days 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...

  • Wealth Advisors

    2 weeks ago

    Bengaluru, Hyderabad, Vijayawada, India Kapil It Solutions Full time ₹ 10,00,000 - ₹ 1,00,00,000 per year

    Company Name: Kapil GroupJob Title: Wealth Advisors / Channel Partners (Freelancer)Earn additional income along with your regular income. We welcome applications from all professionals whether you are employed in private sector like software MNCs, Government Sector or Self-employed/Own Business. Training and Support is provided on Kapil Group Products and...

  • Wealth Manager

    2 weeks ago

    Bengaluru, Hyderabad, Mysuru, India PL Info Consultancy Services Full time ₹ 8,00,000 - ₹ 15,00,000 per year

    Wealth Manager – Brokerage & Investment Advisory Financial Advisor / Wealth Manager – Leading Brokerage Relationship Manager – Wealth & Investments Wealth Management Professional – Advisory Portfolio & Wealth Manager – Brokerage Industry