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 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.

Pay: ₹30,000.00 - ₹33,712.00 per month

Work Location: In person

📌 Sales Executive (Lower Parel)
🏢 Paramount HR
📍 Lower Parel