Wealth Manager

equentis; Mumbai; On-site; INR 300,000 - 540,000; Full time

Job summary

equentis in Mumbai seeks a Wealth Advisory professional to plan the day’s activities with a focus on high-priority leads and the Wealth Advisory funnel. You will identify fitment of Wealth Advisory products to match clients’ investing goals, engage with potential customers for quality lead conversions, and report progress with mitigation plans.

This role works closely with the Wealth Advisory Head to achieve objectives and share best practices across the team to boost performance and knowledge

Qualifications

• 0.6–3 years experience in Wealth Advisory or BFSI/Finance/Marketing roles.
• Fluency in English, Hindi and at least one regional language.
• Excellent verbal and written communication skills.
• High degree of accuracy in work.
• Willing to work extra hours occasionally to complete tasks.
• Willing to attend meetings outside normal hours (about once per month).

Responsibilities

• Plan the day’s work with emphasis on priority leads and Wealth Advisory funnel.
• Identify fitment of Wealth Advisory products to match client goals.
• Interact with potential customers to achieve high-quality lead conversions.
• Proactively follow up leads assigned by Wealth Advisory Head and report progress with mitigation plans.
• Collaborate closely with the Wealth Advisory Head to meet objectives.
• Contribute to team performance by sharing Best Practice Ideas.
• Disseminate learnings across teams to encourage knowledge sharing and recognition.

Skills

Lead generation

Client interaction

Communication

Attention to detail

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)