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 setting 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

📌 Relationship Manager Mumbai
🏢 Equentis
📍 Mumbai