Job Description

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

c

losely 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

Job Type: Full-time

Pay: ₹300,000.00 - ?500,000.00 per year

Schedule:

Day shift
Work Location: In person

Speak with the employer

+91 6268769828