Wealth Advisory Executive

C. Securities Pvt. Ltd.; Mumbai; On-site; INR 300,000 - 600,000; Full time

Job summary

C. Securities Pvt. Ltd. in Mumbai is seeking a results-driven wealth management sales professional to convert new clients (retail and HNI) and onboard them for wealth management and financial planning.

You will service clients with regular investment advice, news, and updates; design investment options and leverage equity market knowledge to tailor solutions. Minimum 1 year experience in financial product sales; 1–5 years preferred; BCom/MBA/PGDM qualification.

Qualifications

• 1–5 years in sales of financial products such as wealth management, financial planning, equity, derivatives, PMS, mutual funds.
• Experience onboarding clients and providing investment updates.
• Knowledge about equity market required.

Responsibilities

• Convert new clients (retail and HNI) on board for wealth management/financial planning.
• Service clients with regular investment advice, news and investment updates.
• Design investment options tailored to client goals.

Skills

Communication skills

Confidence

Enthusiasm

Client service

Equity market knowledge

Education

Bcom/MBA/PGDM

Job description

The Candidate Will Be Required to Convert New Clients (retail, HNI) On Board for Wealth management / Financial Planning. He/ She Will Service the Clients with Regular Investment Advice, News and Investment Updates. Designing an investment option. Should have knowledge about equity market.Experience: 1- 5 Years in Sales of Any Financial Products such as Wealth Management, Financial Planning, Equity, Derivative, PMS, Mutual fund.Skills Required: Good Communication Skills, Confidence and Enthusiasm, Client Service Capabilities.

Experience

Minimum 1 year

Qualification

Bcom/MBA/PGDM