Wealth Advisor

Sales Wealth Counselor (Pullback) is a person who is bestowed with the responsibility of wealth creation using

disciplined ways of investing in equities of existing clients who have discontinued our services for some reason.

She/he is responsible to interact with existing customers for renewing or upgrading their subscription in order to

continue their association with the company for long term. The role demands aggressive character, unique selling

techniques, clever persuading skills and a thorough understanding of the company's offerings

Company profile: A fast-growing SEBI registered Fintech with 1 Mn+ registered users on the path to becoming a unicorn by

2024. With a team size of 500+ and growing, centre’s across Delhi, Mumbai, Bangalore & Pune we are ramping up

aggressively for the exciting next phase of growth.

Broader Role/Responsibilities

• Reactivate expired clients by renewing their subscription through our products offerings in line with their

investment goals

• Probe, Identify and Create opportunities by interacting with existing customers with the emphasis on our

product offerings and highlight the importance of wealth creation in the long term

• Proactively follow-up, build client relationship and Reactivate expired leads who have lost association with

equentis.

• Reach maximum clients each day and rebuild healthy business relationship with them to rebuild confidence

and ensure continuity

• Making minimum 100 to 120 calls per day and deliver Talk-Talk time as per business productivity benchmark

and standards

• Consistently maintain the Conversion Rate % at the expected standards by Reactivating the expired

subscribers

• Deliver Daily productivity and Conversion goal as per the business requirements (KPI)

Requirements

• Graduate (Mandatory)

• At least 2-3 years working in Hardcore Sales profile, Collections Background, Finance Sales, Product cross-

sell/up-sell experience from Telemarketing/Tele-calling in BPO will be considered

• Sales Experience in Equity/ BFSI / Finance sector will be added advantage

• At least 2-3 years working within a sales environment preferably in a proactive telemarketing role.

• Excellent Communication Skills with Telephonic Etiquettes(Written & Verbal)

• Fluency in English & Hindi is must

• Passionate personality, Aggressive in nature, Result Oriented, & Punctual in all aspects

• Takes complete ownership of retaining every existing client and is innovative to excel the odds

• Be proactive in taking up additional responsibilities

• Is flexible and ready to extend shift hours in need of business requirements and deliverables