Wealth Manager

Location: Mumbai, Lower ParelDepartment: Wealth/EquityKey Responsibilities:Key Roles / 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-Requirements- • Graduate (Mandatory) - • 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) - • Joining Time: ASAP

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