Wealth Advisor

Jobgain Hr Solutions Private Limited

0 - 31 years

3 - 8 Lacs

koramangala bengaluru/bangalore

Posted:3 days ago| Platform: Apna logo

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Skills Required

report

Work Mode

On-site

Job Type

Full Time

Job Description

• 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

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Wealth Advisor