Wealth Advisor

5 days ago

Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Role & responsibilities


• Plan the days work with emphasis on leads to be contacted basis the

importance of the sales funnel and size

• Identify fitment of sales products matching the clients 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

Preferred candidate profile


• 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)

  • Wealth Management Advisor

    4 days 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

    6 days 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...

  • Private Wealth Advisor

    3 days ago

    Bengaluru, Karnataka, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Private Wealth Advisor">Job Summary:We are seeking a skilled Private Wealth Advisor to build and maintain strong relationships with high-net-worth individuals.The ideal candidate will have a strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).You will be...

  • Strategic Wealth Advisor

    14 hours ago

    Bengaluru, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Opportunity:The Director of Wealth will spearhead the development and expansion of the wealth management division, ensuring high-quality investment solutions and client-centric financial planning.About This Role:Develop and implement a comprehensive wealth management strategy, aligning with the company's global investment vision.Work collaboratively with...

  • Wealth Advisor

    1 day 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...

  • Wealth Management Advisor

    6 days ago

    Bengaluru, Karnataka, India Prosperr Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    About Us: We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals. Key...

  • Global Wealth Strategist

    1 day ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,75,25,000 - ₹ 2,14,50,000

    We are seeking a seasoned professional to drive the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial planning.The ideal candidate will possess a deep understanding of portfolio management, regulatory compliance, and investment advisory, as well as the ability to lead a team...

  • Wealth Growth Specialist

    1 day ago

    Bengaluru, Karnataka, India beBeeEquityAdvisor Full time ₹ 80,00,000

    Equity Advisor RoleWe are seeking a skilled and client-focused Equity Advisor to join our Wealth Advisory team.The role involves trading, order execution, client handling, and cross-selling of investment products.Key Deliverables:

  • Product Owner- Wealth Management

    3 days ago

    Bengaluru, Karnataka, India Virtusa Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Education Bachelor degree in Business, Finance, Economics, or a related field.7 years of experience in product management, wealth management, or financial services. Experience with digital platforms is a plus.Strong interest in wealth management products and client engagement strategies.Exposure to or experience with agile development methodologies is a...

  • Wealth Management Advisor

    2 weeks ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Private Wealth Management ProfessionalAt our organization, we are seeking an experienced Private Wealth Manager to join our wealth management division. As a key member of the team, you will be responsible for acquiring and advising High Net Worth Individual (HNI) clients.The ideal candidate will have prior experience working in wealth management firms,...