Work + life — helping you strike a balance : 5 Days Working : Enjoy a healthy work-life balance with weekends off to recharge and spend time on personal pursuits.

Competitive Salary Packages : We offer industry-leading salaries to ensure you feel valued for your contributions.

Collaborative Work Environment : Join a culture of teamwork, innovation, and open communication.

Celebrations and Recognition : Be part of regular team celebrations, rewards, and recognition programs.

Employee Referral Program : Help us grow the team and earn rewards for referring great talent.

Team Building Activities : Strengthen connections with fun team outings, retreats, and social events.

Wealth Advisor

- Location
- Mumbai, Maharastra, India
- Department
- Sales
- Vacancies
- 5 Positions
- Working Days
- Monday to Friday
- Timings
- 09:15 AM - 06:30 PM
- Contact Us
- +91 91679 65659

About the role : Equitypandit is seeking a high-energy, people-first Wealth Advisor to represent the financial products and services that our customers have grown to rely on. The Wealth Advisor will handle client relationships and grow revenue.

What you'll do :

- Represent our company’s products and services, starting with a deep and comprehensive understanding and following with consumer research to identify how our solutions meet needs.
- Research markets, identify potential clients,



and explore new revenue channels.
- Create and implement strategies to increase sales, expand the customer base, and meet business targets.
- Develop strong, long-term relationships with clients, investors, and existing clients to ensure exceptional service and identification of potential new sales opportunities.
- Track market trends and customer needs to support business decisions.
- The sales representative will have a solid understanding of the sales process, excelling at generating sales, building relationships, and closing deals.
- Present financial products, conduct demos, and negotiate deals with clients.

What we are looking for :

- NISM certification XA (Level 1) & XB (Level 2) is a must.
- Excellent communication, interpersonal, problem-solving, presentation, and organizational skills and negotiation skills.
- Strong knowledge of capital markets and financial products.
- Extensive sales and relationship management experience.
- Acquire new clients through referrals, calls, and networking.
- Meet monthly and quarterly revenue targets.
- Ability to generate revenue by identifying pain points and suggesting suitable products or services
- Resourceful, with outstanding research skills.
- Target-driven and result-focused.
- Contact Us
- +91 70435 34934

📌 Wealth Advisor (Mumbai)
🏢 equity pandit
📍 Mumbai