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/ valuable 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 workplace 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

📌 Wealth Manager Mumbai
🏢 Equentis
📍 Mumbai