Retail Wealth Advisor
- Equentis Wealth
- 1 - 4 years
- Mumbai
- 4 months ago
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Job Description
Retail Wealth Advisor
Equentis Wealth Advisory Services
Location: Kormangala Bangalore | Experience: 0.6 to 3 Years | Full-time
Company Profile:
Equentis Wealth Advisory Services is a fast-growing financial advisory firm dedicated to helping individuals build long-term wealth through research-driven equity investment strategies. Our client-first approach focuses on transparency, integrity, and delivering consistent value through personalized financial planning.
Job Description:
We are seeking a motivated and client-focused Retail Wealth Advisor to join our advisory team. The ideal candidate will have a passion for equity markets, strong interpersonal skills, and the ability to guide clients toward informed investment decisions.
Key Responsibilities:
- Proactively engage with high-potential leads through calls, meetings, and digital platforms.
- Understand client needs and recommend suitable equity advisory products.
- Conduct financial consultations to ensure quality lead conversions.
- Follow up on leads assigned by the Wealth Advisory Head and update progress regularly.
- Work towards achieving monthly and quarterly individual and team targets.
- Collaborate with peers and leadership to drive performance and share best practices.
- Stay updated on market trends, investment strategies, and company offerings.
Desired Candidate Profile:
- Education: Graduate (mandatory in any discipline)
- Experience: 6 months to 3 years in BFSI, Financial Advisory, Wealth Management, or Financial Sales
- Languages: Proficiency in English and Hindi (regional language is a plus)
- Key Skills:
- Excellent communication and interpersonal skills
- Strong persuasion and negotiation ability
- Knowledge of equity markets, mutual funds, and investment products
- Attention to detail and a client-focused approach
Salary & Benefits:
- Fixed CTC: Up to 5.4 LPA
- Incentives: Performance-based, up to 4 LPA
- Structured onboarding and continuous training
- Opportunity to grow in a fast-paced, learning-driven environment
Perks of Working at Equentis:
- Work with a mission-driven team focused on client success
- Exposure to high-quality research-based equity advisory practices
- Fast career growth and skill development opportunities
- Collaborative and transparent company culture
Employment Type:
Full Time, Permanent
Apply today and become a part of our journey to build India's most trusted retail wealth advisory platform.
Job Classification
Industry: Financial Services (Broking)Functional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Investment AdvisorEmployement Type: Full timeContact Details:
Company: Equentis WealthLocation(s): Mumbai
Keyskills: Retail Sales Wealth Management NISM Mutual Funds PMS
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