Wealth advisor

Job description

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) 

* Joining Time: ASAP
Knowledge of Equities Market added advantage.

Thanks & Regards
HR Priya

9303037707