Wealth Advisor Sales

7 days ago

Bengaluru Karnataka, India Paramount HR Full time

_**Experience : 2 - 5 years**_
- **Retail Sales Budget upto - Fixed 5.5 LPA + 4 LPA variable pay**_
- **Mode of Interview - Face to Face (2 Round)**_

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: ₹500,000.00 - ₹600,000.00 per year

Application Question(s):

- Are you comfortable doing Hardcore Sales ?
- How Many Years of experience you have in BFSI Sector ?
- Do you have equity Market Knowledge ?

Work Location: In person

**Speak with the employer**
+91 9619842828

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