Wealth Manager

Location: Koramangala,Bangalore
Department: Wealth/Equity
Key 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

Work arrangement
No