Wealth Advisor

Company: www.researchandranking.com
Retail Wealth Advisory is a person who is bestowed with the responsibility of wealth creation
for clients to wish to create wealth using disciplined ways of investing
in equities. The SWC/SSWC is responsible for interactions with
potential customers over connections for most part of his/her day for
pitching company’s product/offerings. Since this form of conversation is
dependent on good communication skills is mandatory. He/she must be able to plan the
number of fresh/follow-up connections. He/she has to do in order to meet targets. The job
requires good convincing and persuading skills and a thorough understanding of the
company's offerings. The SWC/SSWC is also expected to be keep abreast
of the news and events that make the equity market dynamic in nature.
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
Knowledge of Equities Market added advantage.
Email ID: elizabeth.rani@equentis.com
Contact No: 8452930220