Equity Sales or Advisor

3 days ago

Lower Parel Mumbai Maharashtra, India Paramount HR Full time

Retail Wealth Advisory 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 connections for most part of his/her day for

pitching company’s product/offerings. Since this form of conversation is

dependent on good communication skills is mandatory. He/she must be able to plan the

number of fresh/follow-up connections. He/she has to do in order to meet targets. The job

requires good convincing and persuading skills and a thorough understanding of the

company's offerings. The SWC/SSWC is also expected to be keep abreast

of the news and events that make the equity market dynamic in nature.

**Key Roles / Responsibilities**
- Plan the day’s work with emphasis on leads to be contacted basis the

importance of the Wealth Advisory funnel and size
- Identify fitment of Wealth Advisory 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 Wealth Advisory Head and report the

progress with mitigation plan on how to achieve the results as well.
- Work closely with the Wealth Advisory Head to achieve Wealth Advisory 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 0.6 -3 years working within a Wealth Advisory environment preferably in

a proactive role in a BFSI / Finance / Marketing sector.
- Fluency in English, Hindi & any one regional language
- Excellent communication skills - verbal and written communication 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

**Knowledge of Equities Market added advantage**

**Job Types**: Full-time, Permanent

Pay: ₹45,000.00 - ₹50,000.00 per month

Schedule:

- Monday to Friday

**Education**:

- Bachelor's (preferred)

**Experience**:

- Financial analysis: 1 year (required)
- Equity research: 1 year (required)

Work Location: In person

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