Job Description

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.

Job Types: Full-time, Permanent

Pay: ₹278,831.92 - ₹500,000.00 per year

Benefits:

Health insurance Life insurance Provident Fund
Work Location: In person