Sales Wealth Counselor

12 hours ago

Mumbai, India Equentis Wealth Advisory Pvt Ltd Full time

**Job Description: Sales Wealth Counselor / Sr. Sales Wealth Counselor**

**Title: Sales Wealth Counselor / Sr. Sales Wealth Counselor**

**Reports To: Vice President - Sales**

**Summary**

Sales Wealth Counselor (SWC) / Sr. Sales Wealth Counselor (SSWC) 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 calls for most part of his/her day for selling company’s product/offerings. Since this form of selling is dependent on communication skills, good communication skills are a must. He/she must be able to plan the number of fresh/follow-up calls he/she has to do in order to meet targets. The job requires good selling 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.

**Broader Role / Responsibilities**
- Plan the day’s work with emphasis on leads to be contacted basis the importance of the sales funnel and size
- Identify fitment of sales 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 Sales Head and report the progress with mitigation plan on how to achieve the results as well.
- Work closely with the Sales Head to achieve sales 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 2-3 years working within a sales environment preferably in a proactive telemarketing role in a BFSI /

Finance sector.
- Fluency in English, Hindi & any one regional language
- Excellent communication skills - verbal and written & Excellent telephone 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)
- NISM certification preferred
- CWM certification would be an added advantage
- Joining Time: ASAP (Batch Dates Given)

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

**Salary**: ₹450,000.00 per year

Schedule:

- Morning shift

**Experience**:

- total work: 2 years (preferred)

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