Wealth Advisor - Mutual Funds

Equentis Wealth Advisory; Mumbai; On-site; INR 300,000 - 420,000; Full time

Job summary

Equentis Wealth Advisory in Mumbai is seeking a dynamic sales professional to drive lead generation, understand client goals, and recommend mutual fund solutions. The role focuses on explaining SIPs, lump-sum investments, and diverse fund categories, while building long-term client relationships and achieving monthly targets.

The ideal candidate will possess strong communication and presentation skills, a sales mindset, and a keen interest in the financial services industry.

Qualifications

• Generate and convert leads through calls and other channels.
• Understand client financial goals and risk appetite.
• Recommend suitable mutual fund products and investment solutions.
• Explain SIPs, lump-sum investments and various mutual fund categories.
• Achieve monthly sales and business targets.
• Build and maintain long-term client relationships.
• Follow up with prospective and existing clients.
• Handle investment-related queries and provide excellent customer service.
• Maintain accurate client records and ensure compliance with company guidelines.

Responsibilities

• Generate and convert leads through calls and other channels.
• Understand client financial goals and risk appetite.
• Recommend suitable mutual fund products and investment solutions.
• Explain SIPs, lump-sum investments and various mutual fund categories.
• Achieve monthly sales and business targets.
• Build and maintain long-term client relationships.
• Follow up with prospective and existing clients.
• Handle investment-related queries and provide excellent customer service.
• Maintain accurate client records and ensure compliance with company guidelines.

Skills

Lead generation

Client acquisition

Sales mindset

Communication skills

Presentation skills

Job description

Role & responsibilities

• Generate and convert leads through calls and other channels
• Understand client financial goals and risk appetite
• Recommend suitable mutual fund products and investment solutions
• Explain SIPs, lump-sum investments and various mutual fund categories
• Achieve monthly sales and business targets
• Build and maintain long-term client relationships
• Follow up with prospective and existing clients
• Handle investment-related queries and provide excellent customer service
• Maintain accurate client records and ensure compliance with company guidelines

Preferred candidate profile

Someone with good communication, convincing/presentation skills, a sales mindset, and an interest in the financial services/investment industry.