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
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