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3.4

based on 54 Reviews

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13 Equentis Wealth Advisory Services Jobs

Wealth Advisor

1-6 years

₹ 0.5 - 3L/yr

Mumbai

1 vacancy

Wealth Advisor

Equentis Wealth Advisory Services

posted 15d ago

Job Description

Role & responsibilities

• Plan the days 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 clients 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


Preferred candidate profile

• 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





Employment Type: Full Time, Permanent

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What people at Equentis Wealth Advisory Services are saying

2.0
 Rating based on 5 Wealth Advisor reviews

Likes

Nothing

Dislikes

Work culture, dominating bosses

Read 5 reviews

Wealth Advisor salary at Equentis Wealth Advisory Services

reported by 10 employees with 3-6 years exp.
₹3.4 L/yr - ₹10.5 L/yr
39% more than the average Wealth Advisor Salary in India
View more details

What Equentis Wealth Advisory Services employees are saying about work life

based on 54 employees
56%
45%
72%
100%
Strict timing
Alternate Saturday off
No travel
Day Shift
View more insights

Equentis Wealth Advisory Services Benefits

Job Training
Team Outings
Work From Home
Soft Skill Training
Education Assistance
Cafeteria +6 more
View more benefits

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