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 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 Best

Practice Ideas.
- Disseminate the learnings/ good practices across team(s) so that the

knowledge sharing is encouraged and rewarded likewise

**Requirements**:

- Graduate (mandatory)
- At least 0.6 -3 years working within a Wealth Advisory environment preferably in

a proactive role in a BFSI / Finance / Marketing sector.
- Fluency in English, Hindi & any one regional language
- Excellent communication skills - verbal and written communication skills
- High degree of accuracy
- Willing and able to work extra hours on occasions to complete tasks
- Willing and able to attend company meetings which take place outside

of normal working hours (approx. one per month)

Pay: ₹15,000.00 - ₹40,000.00 per year

**Benefits**:

- Provident Fund

Schedule:

- Day shift
- Morning shift

Supplemental Pay:

- Performance bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

**Speak with the employer**
+91 8308407711

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