Walkin Drive For Wealth Advisor-Retail Sales

1 week ago

Bengaluru, Karnataka, India Equentis Wealth Advisory Full time

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 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

Preferred candidate profile


• Graduate (Mandatory)


• At least 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)


• Joining Time: ASAP

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