Wealth manager

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 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