Job TypeFull Time
Job Location Bangalore,Karnataka,India


client advising client advisor client servicing CFP wealth management investment advisor cold calling lead generation investment advisory
2 to 4 Years
Financial Services / Banking / Broking / Forex / Investment
Functional Area
Banking / Insurance

Wealthapp financial advisors pvt ltd.

WealthApp is a user-friendly platform that gives you the opportunity to get your feet wet in the world of investment. Foraying into this world may seem daunting but WealthApp, created by seasoned professionals, is designed to act as a guide, so that you will always have everything that you need before making any decision.

We realize that every individual is different and they have various doubts and concerns. This is why we’ve gone through a great effort to create personalized portfolio plans, tailored to your specific needs.


Industry:Financial Advisory.

Functional Area:Client Advising

Point of Contact for Profiles / Email ID: shruthi/ /9108002982

Number of positions Open: 2

Profile: ClientAdvisory

Number of Employees / Headcount: 25

Profiles from other locations:No

Does this position new or replacement: New

How long is this position open:17-06-17

Mandatory Skills Set:

· Excellent communication ability.

· target delivery orientation.

· team player.

· well versed with nuances of wealth management and investment advisory.

· Good writing skills will be an advantage though not mandatory

Good to have:wealth management / investment advisory experience.

Job Title / Designation: Client Advisor

Job Description:

· Self-acquire clients by use of cold calling, emailing and referencing.

· They may be supported in due course by various lead generation activities of the company including road shows, corporate tie ups and digital marketing initiatives

· Adviseexisting clients on their investment needs

· Develop and monitor client portfolios

· Close leads provided by the sales and telecalling team

· Stay abreast of topics related to, and happenings in the investment advisory space

· Participate in product development from an investment advisory standpoint

Key words:client advising, client advisor, client servicing, CFP, wealth management, investment advisor, cold calling, lead generation, investment advisory.

Minimum/Maximum/ Work Experience Required:2 to 4 years of wealth management / investment advisory experience

Location(s) of Job:Bangalore

Minimum Education Requirements: Graduate/post graduate, CFP qualification will be an advantage - though not mandatory

No of rounds of Interviews:2 rounds

Work Timings / Working Days: 9:00AM - 6:30PM/Monday-Saturday.

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Multi Recruit
Bangalore, Basavangudi
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