Job Description

Role - Wealth Advisory Sales / Equity Sales

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 companys 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 days 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 clients 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

wats app cv on 9769058944Sheetal (only wats app -no calls)

Job Type: Permanent

Pay: ₹30,000.00 - ₹45,000.00 per month

Experience:

BFSI : 1 year (Required) Sales: 1 year (Required)
Work Location: In person