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
Interested Candidates can share CV on 9833162625( Whatsapp only)
Job Type: Full-time
Pay: ?247,482.28 - ?866,532.15 per year
Work Location: In person
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