Wealth Manager - India - equentis

    equentis
    equentis India

    3 days ago

    Description

    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/ good practices across team(s) so that the
    • knowledge sharing is encouraged and rewarded likewise

    Requirements

    • • Graduate (Mandatory)
    • • At least 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

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Wealth manager