Senior wealth advisor

Company Profile:

Location

Position:

Roles and Responsibilities:

1. Qualify leads by understanding customer needs and pain points. Conduct outbound prospecting and inbound lead follow-up via phone, email, and other digital channels.

2. Present products or services clearly and persuasively to potential customers. Maintain detailed records of interactions and sales activities in the CRM system.

3. Collaborate with marketing and field sales teams to optimize lead generation and conversion strategies. Achieve or exceed monthly and quarterly sales targets.

4. Handle customer inquiries and provide product information to support the sales process. Schedule meetings and product demos when necessary.

5. Track and report on sales metrics and adjust strategies to improve performance. Stay updated on product knowledge, industry trends, and competitor activities.

Requirements:

• Graduate (Mandatory)

• At least 0.6 -3 years working within a Financial Advisory environment preferably in a proactive role in a BFSI / Finance / Marketing sector.

• Fluency in English, Hindi & any one regional language. Excellent verbal and written communication skills

• High degree of accuracy. Willing and able to work extra hours on occasions to complete tasks

• Joining Time: ASAP