Location: Koramangala,Bangalore
Department: Wealth/Equity

Key Responsibilities:
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/ positive 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

📌 Wealth Manager (Bengaluru)
🏢 Equentis
📍 Bengaluru