Wealth Management Executive

Equentis Wealth Advisory; Mumbai; On-site; INR 350,000 - 750,000; Full time

Job summary

Equentis Wealth Advisory in Mumbai is seeking a proactive financial adviser to manage client relationships through regular meetings, calls, and emails to understand their financial goals and objectives.

You will identify new business opportunities by cold calling, referrals, and presenting expert advice on mutual funds, stocks, bonds, and insurance, while maintaining accurate CRM records and generating revenue from both existing and new clients.

Responsibilities

• Manage client relationships through regular meetings, calls, and emails to understand their financial goals and objectives.
• Identify new business opportunities by cold calling potential clients and acquiring new ones through referrals.
• Provide expert advice on various financial products such as mutual funds, stocks, bonds, insurance policies, etc. to clients.
• Maintain accurate records of client interactions using CRM software.
• Generate revenue by selling financial services and products to existing and new clients.

Job description

Roles and Responsibilities

• Manage client relationships through regular meetings, calls, and emails to understand their financial goals and objectives.
  
• Identify new business opportunities by cold calling potential clients and acquiring new ones through referrals.
  
• Provide expert advice on various financial products such as mutual funds, stocks, bonds, insurance policies, etc. to clients.
  
• Maintain accurate records of client interactions using CRM software.
  
• Generate revenue by selling financial services and products to existing and new clients.