Wealth Advisor
Location
Navi Mumbai, Maharashtra
Job Type
Full-time
Category
Financial Specialists
Posted
June 02, 2026
Job description
Key Roles / Responsibilities
* Plan the day’s work with emphasis on leads to be contacted basis the
importance of the Wealth Advisory funnel and size
* Identify fitment of Wealth Advisory products matching the client’s investing goals
* Interact with potential customers with the emphasis on high quality
lead conversions.
* Proactively follow up leads assigned by Wealth Advisory Head and report the progress with mitigation plan on how to achieve the results as well.
* Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives.
* Contribute to the team performance by sharing and implementing Best
Practice Ideas.
* Disseminate the learni...