Equity Advisor

1 week ago

Bengaluru Karnataka, India JOBKREATORS 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

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

Pay: Up to ₹1,000,000.00 per year

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Commission pay
- Performance bonus

**Education**:

- Bachelor's (required)

**Experience**:

- Inside sales: 2 years (required)
- equity sales: 2 years (preferred)
- b2c sales: 2 years (required)
- Business development: 1 year (required)

**Language**:

- Hindi (required)
- English (required)

**Location**:

- Bengaluru, Karnataka (required)

Shift availability:

- Day Shift (required)

Work Location: In person

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