Wealth Advisor - Retail - Mumbai

Location

Mumbai, Maharashtra, India

Salary

Not specified

Company

Akash pawar

Job description

### Role & Company / Project Overview JobKreators (Recruitment and Consultancy) is hiring a Wealth Advisor – Retail. Looking to build your career in Wealth Advisory and Financial Services? Join a fast-growing organization and take your sales career to the next level. ### Key Responsibilities & Daily Duties - Generate leads and acquire new retail clients. - Understand client needs and recommend suitable financial products. - Manage client relationships and drive revenue growth. - Achieve monthly and quarterly sales targets. - Maintain client records and follow up on leads. ### Required Qualifications, Skills & Experience - 1+ year of experience in BFSI Sales / Wealth Advisory / Private Wealth / RM / Inside Sales. - Excellent communication skills in English, Hindi, and any regional language. - Strong sales, client acquisition, and relationship management skills. - Target-oriented mindset with a willingness to learn. ### Working Hours, Shifts & Location Details - Location: Mumbai, Maharashtra, India - Work Mode: On-site ### Compensation & Benefits - Not specified ### Application Instructions - Interested candidates should submit their CV or reach out via direct message or phone call.