Business Development

equentis; Bengaluru; On-site; INR 500,000 - 800,000; Full time

Job summary

A leading financial advisory firm in Bengaluru seeks a dynamic Senior Wealth Consultant to help clients build long-term wealth through equity investments. The role requires excellent communication and persuasive skills for effective client engagement, planning outreach activities, and recommending the right wealth advisory products. Candidates should have 6 months to 3 years of experience in advisory roles and fluency in multiple languages. This position offers an opportunity to work closely with the Wealth Advisory Head to achieve business goals.

Qualifications

• 6 months to 3 years of experience in Wealth Advisory or related fields.
• Fluency in English, Hindi, and at least one regional language.

Responsibilities

• Plan daily outreach activities based on lead priority.
• Recommend suitable Wealth Advisory products to clients.
• Engage potential clients through calls and digital interactions.
• Follow up on assigned leads and develop strategies.
• Collaborate with the Wealth Advisory Head for alignment.
• Share best practices with peers.
• Stay updated with market trends.

Skills

Excellent communication skills

Persuasive skills

Client engagement

Understanding of market trends

Education

Graduation

Job description

We are looking for dynamic and goal-oriented professionals for our Retail Wealth Advisory team. As a Senior/Wealth Consultant (SWC/SSWC), you will be responsible for helping clients build long-term wealth through disciplined equity investments. This role involves extensive client interaction, requiring excellent communication and persuasive skills to drive conversions and meet performance targets.

Responsibilities

• Plan daily outreach activities based on lead priority and funnel stage.
• Understand client needs and recommend suitable Wealth Advisory products aligned with their financial goals.
• Engage with potential clients through calls and digital interactions to pitch investment offerings and convert leads.
• Follow up on assigned leads, updating progress regularly and developing strategies to meet set targets.
• Collaborate closely with the Wealth Advisory Head to align with business goals and deliver consistent performance.
• Share best practices, success stories, and learning experiences with peers to enhance team effectiveness.
• Stay updated with current market trends and equity-related developments to provide informed advice to clients.

Requirements

• Graduate (Mandatory) 6 months to 3 years of experience in Wealth Advisory, preferably in a proactive sales or client-facing role within BFSI/Finance/Marketing sectors.
• Proficient in English, Hindi, and at least one regional language.