Verified Job
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Wealth Management Advisor
Jobs
#492135
Full Time
Job Description
???? Join Our Team as a Retail Wealth Advisor (SWC/SSWC) at Research & Ranking!
Are you passionate about helping individuals create wealth through disciplined equity investments? We're looking for driven professionals to join our Wealth Advisory team and make a meaningful impact in clients' financial journeys.
Key Responsibilities
???? Plan and prioritize daily connections with leads.
???? Match our Wealth Advisory solutions to clients' investment goals.
???? Engage with potential customers to ensure high-quality lead conversions.
???? Follow up proactively and report progress to the Wealth Advisory Head.
???? Collaborate with the team to achieve shared objectives and share best practices.
???? Stay updated on equity market news and trends.
What We're Looking For
✅ Education: Graduate (mandatory).
✅ Experience: 6 months to 3 years in Wealth Advisory, BFSI, Finance, or Marketing (proactive roles preferred).
✅ Skills: Excellent verbal and written communication in English, Hindi, and one regional language.
✅ Knowledge of the equities market (added advantage).
✅ A proactive attitude with attention to detail and the ability to adapt.
Why Join Us?
???? Be part of a team dedicated to driving wealth creation.
???? Thrive in a dynamic and supportive environment.
???? Immediate joining opportunity.
???? Location: [Lower Parel]
???? Apply Now: Share your CV at [Komal.p@assortstaffing.com]
Are you passionate about helping individuals create wealth through disciplined equity investments? We're looking for driven professionals to join our Wealth Advisory team and make a meaningful impact in clients' financial journeys.
Key Responsibilities
???? Plan and prioritize daily connections with leads.
???? Match our Wealth Advisory solutions to clients' investment goals.
???? Engage with potential customers to ensure high-quality lead conversions.
???? Follow up proactively and report progress to the Wealth Advisory Head.
???? Collaborate with the team to achieve shared objectives and share best practices.
???? Stay updated on equity market news and trends.
What We're Looking For
✅ Education: Graduate (mandatory).
✅ Experience: 6 months to 3 years in Wealth Advisory, BFSI, Finance, or Marketing (proactive roles preferred).
✅ Skills: Excellent verbal and written communication in English, Hindi, and one regional language.
✅ Knowledge of the equities market (added advantage).
✅ A proactive attitude with attention to detail and the ability to adapt.
Why Join Us?
???? Be part of a team dedicated to driving wealth creation.
???? Thrive in a dynamic and supportive environment.
???? Immediate joining opportunity.
???? Location: [Lower Parel]
???? Apply Now: Share your CV at [Komal.p@assortstaffing.com]
