Wealth Advisor Sales

Experience : 2 - 5 years

Retail Sales Budget upto - Fixed 5.5 LPA + 4 LPA variable pay

Mode of Interview - Face to Face (2 Round)

Retail Wealth Advisory is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with potential customers over connections for most part of his/her day for pitching company’s product/offerings. Since this form of conversation is dependent on good communication skills is mandatory. He/she must be able to plan the number of fresh/follow-up connections. He/she has to do in order to meet targets. The job requires good convincing and persuading skills and a thorough understanding of the company's offerings. The SWC/SSWC is also expected to be keep abreast of the news and events that make the equity market dynamic in nature.

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)

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

• 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 WhatsApp 9769058944

Job Types: Full-time, Permanent

Pay: ₹500,000.00 - ₹600,000.00 per year

Application Question(s):

• Are you comfortable doing Hardcore Sales ?
• How Many Years of experience you have in BFSI Sector ?
• Do you have equity Market Knowledge ?

Work Location: In person

Speak with the employer
+91 9619842828