Senior Wealth Advisor

3 weeks ago

Bengaluru, India Equentis Wealth Advisory Full time

Role & responsibilities

Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) 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 existing customers over calls for most part of his/her day for selling companys 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/follow-up 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 company's offerings. The Sales Wealth Counsellor/Senior Sales Wealth Counsellor is also expected to be keep abreast of the news and events that make the equity market dynamic in nature


• Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size

  • Identify fitment of sales products matching the clients 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

Preferred candidate profile


• At least 1-8 years working within a sales environment


• 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)


• NISM certification preferred

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