Wealth Management Advisor

equentis; Bengaluru; On-site; INR 450,000 - 750,000; Full time

Job summary

Equentis in Bengaluru, India seeks a Wealth Advisory Associate to plan and execute daily outreach with a focus on converting high-potential leads. You will assess client goals, map suitable Wealth Advisory products, and work closely with the Wealth Advisory Head to hit targets.

The ideal candidate has 0.6–3 years in a Wealth Advisory environment, is fluent in English and Hindi with a regional language, and demonstrates strong communication and attention to detail.

Qualifications

• 0.6–3 years of experience in a Wealth Advisory environment.
• Proactive role in a BFSI/Finance/Marketing sector.
• Fluency in English, Hindi and at least one regional language.
• Excellent verbal and written communication skills.
• High degree of accuracy in work.
• Willing and able to work extra hours on occasions to complete tasks.
• Willing and able to attend company meetings outside normal working hours (approx. one per month).

Responsibilities

• Plan the day’s work with emphasis on leads to be contacted.
• Prioritize leads based on Wealth Advisory funnel and client size.
• Identify fitment of Wealth Advisory products matching client goals.
• Interact with potential customers with emphasis on high-quality lead conversions.
• Proactively follow up leads assigned by Wealth Advisory Head and report progress.
• Collaborate with Wealth Advisory Head to achieve objectives.
• Contribute to team performance by sharing and implementing best practices.
• Disseminate learnings across teams to encourage knowledge sharing.

Skills

Wealth Advisory

Lead generation

Communication skills

Time management

Job description

• 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

Requirements

• At least 0.6 -3 years working within a Wealth Advisory environment preferably in
• a proactive role in a BFSI / Finance / Marketing sector.
• Fluency in English, Hindi & any one regional language
• Excellent communication skills – verbal and written communication skills
• High degree of accuracy
• Willing and able to work extra hours on occasions to complete tasks
• Willing and able to attend company meetings which take place outside
• of normal working hours (approx. one per month)