Wealth Advisor

Role & responsibilities

We are seeking a talented and driven Sales Professional with a robust understanding of the startup ecosystem to join our growing team. If youre passionate about sales, have a knack for building relationships, and are ready to take on the challenge of meeting and exceeding targets, this opportunity is for you!

Preferred candidate profile

Strong Understanding of the Startup Ecosystem: Leverage your deep knowledge to connect with the right clients.

• Excellent Communication Skills: Convey ideas effectively and build rapport with clients and partners.
• Growth Mindset: With 1-8 years of experience in selling BFSI products, you're driven to achieve more.
• Established Network: Tap into your existing connections with HNI customers, private wealth clients, AIF/PMS/mutual fund distributors, RIAs, IFAs, and Family Offices.
• Sales Discipline: Consistently meet and exceed sales targets.
• Versatile Sales Approach: Comfortable with telecalling and face-to-face meetings with individuals and distributors.

• Experience in selling banking Products,AIF,PMS, SIP.MF,Bonds,Equities
• Sales Discipline
• Sales Targets: Drive towards and achieve weekly, monthly, quarterly, and annual sales goals.
• Compliance: Ensure adherence to all regulatory requirements.
• Client Relationship Management: Build and maintain strong relationships with clients.

Work from office

Location- Lower Parel East

5 Day's working (Last 2 Saturday's working)