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
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