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Wealth Advisor

2 months ago

Lower Parel Mumbai Maharashtra, India Research and Ranking Full time

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 1-3 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.

Pay: ₹100,000.00 - ₹400,000.00 per month

Schedule:

- Day shift

Work Location: In person

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