Financial Advisor
Lakhani Broking India LLP
Financial Advisor
Lakhani Broking India LLP
Ghatkopar East, Mumbai/Bombay
₹25,000 - ₹70,000 monthly*
Fixed
₹25000 - ₹45000
Average Incentives*
₹25,000
Earning Potential
₹70,000
You can earn more incentive if you perform well
Job Details
Interview Details
Job highlights
Fast HR reply
15 applicants
Benefits include: Annual Bonus, Travel Allowance (TA), Petrol Allowance, Health Insurance
Job Description
Job Title:
Wealth Executive
About the Role:
We're looking for a sales rockstar to join our wealth management team! If you're passionate about personal finance and love building relationships, this could be the perfect fit.
What You'll Do:
- Grow our client base and build strong relationships with them
- Offer tailored financial solutions, including Mutual Funds, PMS, AIF, Stocks, and Insurance
- Stay on top of market trends and regulatory changes
- Meet clients, give presentations, and show them how we can help achieve their financial goals
- Hit sales targets and contribute to business growth
What We're Looking For:
- Postgraduate degree in a relevant field (MBA Finance or similar)
- At least 2 years of experience in a client-facing role in wealth management, broking, or banking
- Fluent in English
- Solid understanding of financial markets, products, and tax implications
- Experience with financial products like Mutual Funds, PMS, AIF, Stocks, and Insurance
- Great communication and relationship-building skills
Perks:
- Competitive salary and incentives
- Opportunity to work with a top financial services company
- Professional growth and development in a dynamic industry
If you're a motivated sales professional who loves finance and building relationships, let's chat!
Job role
Department
Banking / Insurance / Financial Services
Role / Category
Trading, Asset & Wealth Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 1 year
Education
Diploma
Skills
Sales, B2C sales, Insurance advisor, Finanacial services, Business growth, Stock analysis, Business development, Investment Advisory, Distributor
English level
Basic English
Gender
Any gender
About company
Name
Lakhani Broking India LLP
Address
Ghatkopar East, Mumbai, Maharashtra, India
Job posted by Lakhani Broking India LLP
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