Sales Wealth Counselor
2 weeks ago
**Role Overview**:
**Key Highlights**:
**Job Location**:Mumbai
**Designation**:Sales Wealth Counselor - Private Wealth (Offline Sales)
**Experience**:3 - 4 Years
**Functional Area**:Sales
**About the Role**:
A **Sales Wealth Counselor** responsible for ensuring delivery of various MIS reports as per requirements.
Reporting To : Vice President - Sales
Joining Time: ASAP
CTC : As per industry standards
Key Roles and Responsibilities
- Customer Acquisition minimum of Rs. 25 Lakhs and above investable surplus.
- Manage Private Wealth, Portfolio Advisory, and AIF fund related queries
- 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 the 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
Job Profile Requirement
- MBA/PGDBM /CFA.
- 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)
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