Posted:1 month ago|
Platform:
On-site
Full Time
Retail Wealth Advisory Sales Role
Key Roles / Responsibilities
* Plan the day’s work with emphasis on leads to be contacted basis the
importance of the Wealth Advisory funnel and size
* Identify fitment of Wealth Advisory products matching the client’s investing goals
* Interact with potential customers with the emphasis on high quality
lead conversions.
* Proactively follow up leads assigned by Wealth Advisory Head and report the
progress with mitigation plan on how to achieve the results as well.
* Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives.
* Contribute to the team performance by sharing and implementing Best
Practice Ideas.
* Disseminate the learnings/ good practices across team(s) so that the
knowledge sharing is encouraged and rewarded likewise
Requirements
* Graduate (Mandatory)
* Fluency in English, Hindi & any one regional language
* Excellent communication skills – verbal and written communication skills
* High degree of accuracy
* Willing and able to work extra hours on occasions to complete tasks
* Willing and able to attend company meetings which take place outside
of normal working hours (approx. one per month)
* Joining Time: ASAP
Knowledge of Equities Market added advantage.
Interested candidates can share cv on 9769058944
Job Types: Full-time, Permanent
Pay: ₹25,000.00 - ₹33,000.00 per month
Work Location: In person
Speak with the employer
+91 9769058944
Paramount HR
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