Wealth Advisor

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Job description

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Key Roles / Responsibilities

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* Plan the day’s work with emphasis on leads to be contacted basis the
\n importance of the Wealth Advisory funnel and size

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* Identify fitment of Wealth Advisory products matching the client’s investing goals

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* Interact with potential customers with the emphasis on high quality
\n lead conversions.

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* Proactively follow up leads assigned by Wealth Advisory Head and report the progress with mitigation plan on how to achieve the results as well.

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* Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives.

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* Contribute to the team performance by sharing and implementing Best
\n Practice Ideas.

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* Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise.

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Requirements

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* Graduate (Mandatory)

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* At least 0.6 -3 years working within a Wealth Advisory environment preferably in
\n a proactive role in a BFSI / Finance / Marketing sector.

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* Fluency in English, Hindi & any one regional language
\n *

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Excellent communication skills – verbal and written communication skills

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* High degree of accuracy

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* Willing and able to work extra hours on occasions to complete tasks

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* Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month)

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

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Thanks & Regards

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HR Sonali

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