Verified Job
Event Management
Wealth Advisor
Event Management
#7340
Remote / WFH
equity pandit
Job Description
Work + life — helping you strike a balance
5 Days Working
Enjoy a healthy work-life balance with weekends off to recharge and spend time on personal pursuits.
Competitive Salary Packages
We offer industry-leading salaries to ensure you feel valued for your contributions.
Collaborative Work Environment
Join a culture of teamwork, innovation, and open communication.
Celebrations and Recognition
Be part of regular team celebrations, rewards, and recognition programs.
Employee Referral Program
Help us grow the team and earn rewards for referring great talent.
Team Building Activities
Strengthen connections with fun team outings, retreats, and social events.
Wealth Advisor
Location
Mumbai, Maharastra, India
Department
Sales
Vacancies
5 Positions
Working Days
Monday to Friday
Timings
09:15 AM - 06:30 PM
Contact Us
+91 91679 65659
Email Us
hr@equitypandit.com
About the role
Equitypandit is seeking a high-energy, people-first Wealth Advisor to represent the financial products and services that our customers have grown to rely on. The Wealth Advisor will handle client relationships and grow revenue.
The role requires someone who understands markets, communicates effectively with clients, and closes business deals. The ideal candidate will be a quick learner with strong negotiating skills and the ability to showcase our offerings compellingly.
What you'll do
Represent our company’s products and services, starting with a deep and comprehensive understanding and following with consumer research to identify how our solutions meet needs.
Research markets, identify potential clients, and explore new revenue channels.
Create and implement strategies to increase sales, expand the customer base, and meet business targets.
Develop strong, long-term relationships with clients, investors, and existing clients to ensure exceptional service and identification of potential new sales opportunities.
Track market trends and customer needs to support business decisions.
The sales representative will have a strong understanding of the sales process, excelling at generating sales, building relationships, and closing deals.
Present financial products, conduct demos, and negotiate deals with clients.
5 Days Working
Enjoy a healthy work-life balance with weekends off to recharge and spend time on personal pursuits.
Competitive Salary Packages
We offer industry-leading salaries to ensure you feel valued for your contributions.
Collaborative Work Environment
Join a culture of teamwork, innovation, and open communication.
Celebrations and Recognition
Be part of regular team celebrations, rewards, and recognition programs.
Employee Referral Program
Help us grow the team and earn rewards for referring great talent.
Team Building Activities
Strengthen connections with fun team outings, retreats, and social events.
Wealth Advisor
Location
Mumbai, Maharastra, India
Department
Sales
Vacancies
5 Positions
Working Days
Monday to Friday
Timings
09:15 AM - 06:30 PM
Contact Us
+91 91679 65659
Email Us
hr@equitypandit.com
About the role
Equitypandit is seeking a high-energy, people-first Wealth Advisor to represent the financial products and services that our customers have grown to rely on. The Wealth Advisor will handle client relationships and grow revenue.
The role requires someone who understands markets, communicates effectively with clients, and closes business deals. The ideal candidate will be a quick learner with strong negotiating skills and the ability to showcase our offerings compellingly.
What you'll do
Represent our company’s products and services, starting with a deep and comprehensive understanding and following with consumer research to identify how our solutions meet needs.
Research markets, identify potential clients, and explore new revenue channels.
Create and implement strategies to increase sales, expand the customer base, and meet business targets.
Develop strong, long-term relationships with clients, investors, and existing clients to ensure exceptional service and identification of potential new sales opportunities.
Track market trends and customer needs to support business decisions.
The sales representative will have a strong understanding of the sales process, excelling at generating sales, building relationships, and closing deals.
Present financial products, conduct demos, and negotiate deals with clients.
