Wealth Advisor

2 weeks ago

Dadar Mumbai Maharashtra, India Five Fivers Technologies Pvt Ltd Full time

**Job Summary**:
**Responsibilities**:
**Client Acquisition & Management**:

- Identify and onboard new clients through lead generation and networking.
- Build and maintain strong relationships with clients to ensure customer satisfaction.

**Sales & Revenue Generation**:

- Promote and sell wealth products, including Mutual funds, Insurance (Life Insurance, General Insurance, Loan (Home Loan, Personal Loan, Business Loan), Bond, AIF and PMS.

**Product Knowledge**:

- Develop in-depth knowledge of wealth management products and services offered by the company.
- Stay updated on market trends and product changes to provide accurate information to clients.

**Consultative Selling**:

- Understand client needs and recommend suitable investment options based on their financial goals.
- Provide after-sales service to ensure a seamless customer experience.

**Compliance**:

- Ensure adherence to regulatory and company compliance requirements during sales processes.

**Market Insights**:

- Stay informed about industry trends, competitor activities, and regulatory changes to identify new sales opportunities and market developments.
- Provide feedback to internal teams on market dynamics and customer preferences to inform product development and marketing strategies.

**Qualifications**:

- Bachelor's degree in BMS or related field preferred.
- Fresher or 01 year of sales experience.
- Excellent verbal and written communication skills, with the ability to articulate complex concepts clearly and persuasively.
- Strong interpersonal skills with the ability to build rapport, establish credibility, and maintain long-term client relationships.

Pay: From ₹8,000.00 per month

Schedule:

- Day shift

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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