Wealth Advisor
Wealth Advisor
Posted on :
24-04-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2750782
Retail Sales Advisor 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 calls for most part of his/her day for selling company s product/offerings. Since this form of selling is dependent on communication skills good communication skills are a must. He/she must be able to plan the number of fresh/followup calls he/she has to do in order to meet targets. The job requires good selling and persuading skills and a thorough understanding of the companys offerings. The SWC/SSWC is also expected to be keep abreast of the news and events that make the equity market dynamic in nature.
Broader Role / Responsibilities
Plan the day s work with emphasis on leads to be contacted basis the importance of the sales funnel and size
Identify fitment of sales 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 Sales Head and report the progress with mitigation plan on how to achieve the results as well.
Work closely with the Sales Head to achieve sales 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 13 years working within a sales environment preferably in a proactive telemarketing role in a BFSI / Finance sector.
Fluency in English Hindi & any one regional language
Excellent communication skills verbal and written & Excellent telephone 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 (Batch Dates Given)
Knowledge of Equities Market added advantage.
sales,skills,communication skills,equities,wealth
Employment Type
Full Time
Key Skills
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