Wealth Advisor

Arhamwealth; Kolkata District; On-site; INR 400,000 - 700,000; Full time

Job summary

A financial advisory firm in Kolkata is seeking Wealth Advisors to acquire new clients and understand their financial needs. The role involves recommending suitable financial products to help clients achieve their goals. Candidates should have a graduation degree and 2-3 years of experience in financial advisory or sales, with strong presentation and negotiation skills. The position requires a client-focused and target-oriented approach, aiming to build trust and long-term relationships with clients.

Qualifications

• Minimum 2-3 years of experience in financial advisory, sales, or banking.
• Strong communication and presentation skills.
• Ability to build trust and maintain client relationships.
• Client-focused and target-oriented approach.

Responsibilities

• Prospect and onboard new clients.
• Understand customer financial requirements and objectives.
• Recommend appropriate investment and insurance products.
• Achieve assigned sales and revenue targets.
• Achieve assigned sales and revenue targets.
• Maintain proper documentation and client records.
• Coordinate with internal teams for smooth client servicing.
• Build trust and maintain long-term client relationships.

Skills

Presentation skills

Negotiation skills

Persuasion skills

Client-focused approach

Target-oriented approach

Education

Graduation

Job description

Role Overview

Role Overview We are hiring Wealth Advisors to acquire new clients, understand their financial needs, and recommend suitable financial products to help them achieve their goals.

Key Responsibilities

• Prospect and onboard new clients
• Understand customer financial requirements and objectives
• Recommend appropriate investment and insurance products
• Explain product features, benefits, and risks clearly to clients
• Achieve assigned sales and revenue targets
• Maintain proper documentation and client records
• Coordinate with internal teams for smooth client servicing
• Build trust and maintain long-term client relationships

Eligibility Criteria

• Qualification: Graduation
• Experience: 2–3 years in financial advisory, sales, or banking
• Good presentation, negotiation, and persuasion skills
• Client-focused and target-oriented approach

Job Application Form

• Full Name
• Email Address
• Phone Number
• City
• LinkedIn Profile (Optional)
• Upload Resume. Note: You can upload files up to a maximum size of 5 MB.