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