Wealth Management Advisor
- Category: Health Jobs
- Location: Mumbai, Maharashtra
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 25K to 28K
- Published on: 2025/09/21
???? 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]
Related jobs
-
Mental Health Professional
Position: Mental Health Professional Location: Dehradun, India Organization Overview: A non-profit organization dedicated to providing specialized services for children with disabilities and their families, while promoting inclusion and advocacy acro...
-
service-engineer---x-ray-machines-and-medical-equipment-18625
No job summary available.
-
Medical Device Distribution Director
Job Title: Medical Device Distribution Director Tracky by Drstore is seeking a results-driven Medical Device Distribution Director to join our team. We estimate the salary for this role to be around $80,000 - $120,000 per annum, based on industry sta...