Wealth Advisor

8 hours ago

Mumbai, Maharashtra, India Equuentis Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Retail Sales Advisor 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 calls for most part of his/her day for selling company's product/offerings. Since this form of selling is dependent on communication skills, good communication skills are a must. He/she must be able to plan the number of fresh/follow-up calls he/she has to do in order to meet targets. The job requires good selling and persuading skills and a thorough understanding of the company's offerings. The SWC/SSWC is also expected to be keep abreast of the news and events that make the equity market dynamic in nature.
Broader Role / Responsibilities

• Plan the day's work with emphasis on leads to be contacted basis the importance of the sales funnel and size
• Identify fitment of sales 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 Sales Head and report the progress with mitigation plan on how to achieve the results as well.
• Work closely with the Sales Head to achieve sales 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 1-3 years working within a sales environment preferably in a proactive telemarketing role in a BFSI / Finance sector.
• Fluency in English, Hindi & any one regional language
• Excellent communication skills – verbal and written & Excellent telephone 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)
• Joining Time: ASAP (Batch Dates Given)
Knowledge of Equities Market added advantage.

  • Wealth Advisor

    1 week ago

    Mumbai, Maharashtra, India Equentis Wealth Advisory Services Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Wealth Advisor Role Responsibilities: • Advise clients on investment opportunities in equity space. • Develop tailored wealth management strategies aligned with client goals & risk appetite. • Analyze financial data and deliver actionable insights. • Build and maintain long-term client relationships. Qualifications: • Strong...

  • Wealth Advisor

    2 weeks ago

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

    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 Indias first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a...

  • Principal Wealth Advisor

    1 week ago

    Mumbai, Maharashtra, India The Financialist Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations.-Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile.-Conduct thorough analysis of client's financial...

  • Principal Wealth Advisor

    1 week ago

    Mumbai, Maharashtra, India The Financialist Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    What are we looking for? The Financialist is seeking an individual who swears by "Stay Hungry Stay Foolish" and comes up with innovative solutions. You'll be part of the wealth advisory team and will work with founding team members on building the company. Job Description : The job entails being a part of the advisory team that vides comprehensive...

  • Wealth Advisor

    8 hours ago

    Mumbai, Maharashtra, India Equuentis Full time ₹ 2,75,000 - ₹ 5,50,000 per year

    *Job Description: Inside Sales Role - Retail Sales Advisor* *Position*: Retail Sales Advisor   *Location*: Lower Parel   *Salary*: ₹2.75 LPA to ₹5.5 LPA + ₹4 Lac Incentive   *Working Days*: Monday to Friday (4th and 5th Saturdays are working)   *Working Hours*: 8.5-hour shift (Login between 9 AM - 10:30 AM, Log-out between 5:30 PM - 7:30...

  • AVP/Senior Wealth Advisor – HNI/UHNI Segment

    3 days ago

    Mumbai, Maharashtra, India SMIFS Wealth Management Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Position: AVP/Senior 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...

  • Senior Wealth Manager

    6 days ago

    Mumbai, Maharashtra, India Kaizen Partners Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Head – Corporate Wealth ManagementRole Overview:The Head of Corporate Wealth Management will be responsible for driving the strategic direction, growth, and performance of the corporate wealth business. This role involves providing comprehensive wealth management solutions to corporate clients, including treasury management, investment advisory, and...

  • RM Wealth Management

    13 hours ago

    Mumbai, Maharashtra, India buyershub Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    JD for Relationship Manager – Equity Advisor for Wealth Management Firm - Interaction with the Analyst to understand their Buy/Sell recommendations - Interaction with Seniors in the firm with regard to their views on Equity and Debt Market - Interact with the clients of the Firm regularly on Equity Market Recommendations - Interact with the Clients for...

  • Product Designer

    1 week ago

    Mumbai, Maharashtra, India Stack Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionStack Wealthprovides premium wealth-building strategies once reserved for retail individuals, offering exclusive investment options likehigh-return stocks & mutual fund portfolios,stable NCDs & bond choices. We excel in personalized financial planning and expert assistance for investment recommendations and portfolio updates. Our...

  • Sr Wealth Manager

    4 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Talent Leads HR Solutions Pvt Ltd Full time

    Job Description (Wealth Sales): 250 CR AUM only investment (MF/ PMS / AIF)Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.Conduct regular portfolio reviews and recommend adjustments...