Equity Advisor

Greetings from SearchLight HR Pvt Ltd

We are a professionally managed Executive Search Company with experience in building successful careers and successful organizations. In this endeavour we provide end to end recruitment solutions to esteemed organizations for senior management, professional and technical positions.

**Please mail us your updated resume and help us with your formal confirmation to take the opportunity forward.**

**Currently we have an excellent opportunity with one of the SEBI registered Equity advisory Fintech companies.**

**Total employee headcount** - 400 employees (Pan India)

**25,000 clients on board at the moment and the company intends to increase their client base to 1 Lakh in 2.5 years from now** **and is looking at someone who would be able to grow at that speed.**

Sales Wealth Counselor - Private Wealth (Online Sales)

**Title**:Sales Wealth Counselor - Private Wealth (Online Sales)

**Reports to**:Vice President - Sales

**Summary**

Sales Wealth Counselor / Sr. Sales Wealth Counselor is responsible to interact with potential customers for most part of his/her day for selling company’s product/offerings. 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 also requires good selling and persuading skills and a thorough understanding of the company's offerings.

**Broader Role / Responsibilities**
- **Customer Acquisition Minimum of Rs10 Lakhs** and above investable surplus
- **Manage Private Wealth, Portfolio Advisory and AIF fund related queries**
- Ensure delivery of various MIS reports as per requirements
- To develop short term and long-term sales strategies for the Private Wealth business in line with the overall strategic goals of the organization
- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
- Achieve a balance of revenue streams through sale of Advisory, Portfolio Management Service & AIF which will build a steady annuity flow
- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
- Continuous learning, to be better equipped than our competitors
- To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth Management (WM)
- Revenue Generation
- Build Asset Under Advisory (AUA)
- Customers Success is Our Success.

**Functional Competencies**:

- Macro Market & Economy Understanding
- Expert Level Understanding on Financial Products / Asset Classes
- Financial Planning / Portfolio Management
- Selling Skills / Customer Acquisition
- Valid Mandatory Certificates as per regulatory requirement/s

**Requirements**:

- MBA/PGDBM /CFA
- At least **6 months-4 Years **working within a sales environment preferably 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
- NISM certification preferred (Valid Mandatory Certificates as per regulatory requirement/s)

**Salary**: ₹20,000.00 - ₹40,000.00 per year

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Greater Mumbai, Mumbai - 400013, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 8767747635