Job Title

Location: Koramangala,BangaloreDepartment: Wealth/EquityKey Responsibilities:Key Roles / ResponsibilitiesPlan the day’s work with emphasis on leads to be contacted basis theimportance 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 qualitylead conversions.• Proactively follow up leads assigned by Wealth Advisory Head and report theprogress 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 BestPractice Ideas.• Disseminate the learnings/ good practices across team(s) so that theknowledge sharing is encouraged and rewarded likewiseRequirements• Graduate (Mandatory)• At least 0.6 -3 years working within a Wealth Advisory environment preferably ina 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 outsideof normal working hours (approx. one per month)• Joining Time: ASAP