Job Description

Position: Retail Wealth Advisor (SWC/SSWC)

Location: Bangalore

Joining Time: ASAP

Overview:

We are looking for dynamic and goal-oriented professionals for our Retail Wealth Advisory

team. As a Senior/Wealth Consultant (SWC/SSWC), you will be responsible for helping clients

build long-term wealth through disciplined equity investments. This role involves extensive client

interaction, requiring excellent communication and persuasive skills to drive conversions and meet performance targets.

Key Responsibilities:

Plan daily outreach activities based on lead priority and funnel stage.

Understand client needs and recommend suitable Wealth Advisory products aligned with

their financial goals.

Engage with potential clients through calls and digital interactions to pitch investment

offerings and convert leads.

Follow up on assigned leads, updating progress regularly and developing strategies to

meet set targets.

Collaborate closely with the Wealth Advisory Head to align with business goals and

deliver consistent performance.

Share best practices, success stories, and learning experiences with peers to enhance

team effectiveness.

Stay updated with current market trends and equity-related developments to provide

informed advice to clients.

Requirements:

Graduate (Mandatory)

6 months to 3 years of experience in Wealth Advisory, preferably in a proactive sales or

client-facing role within BFSI/Finance/Marketing sectors.

Proficient in English, Hindi, and at least one regional language.

Strong communication skills - both verbal and written.

High attention to detail and accuracy in work.

Willingness to work extended hours as needed to meet deadlines or client commitments.

Flexibility to attend monthly meetings or events outside regular working hours.

Knowledge of equity markets is an added advantage

Interested candidates please share your CV on 9833283857

Job Types: Full-time, Permanent

Pay: ?25,000.00 - ?45,000.00 per month

Application Question(s):

Will you be comfortable doing hardcore sales ?
Work Location: In person