Wealth Manager

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

Job summary

equentis is seeking a Wealth Advisory associate in Mumbai to plan daily work focused on prioritizing leads and assisting clients in selecting suitable Wealth Advisory products. You will engage with potential customers, ensure high-quality lead conversions, and collaborate with leadership to meet objectives.

The role requires strong communication in English and Hindi, willingness to work after hours when needed, and proactive knowledge sharing across the team.

Qualifications

• 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)

Responsibilities

• 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

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)