Wealth Advisor

1 week ago

Bengaluru, Karnataka, India Global Hr Services Full time

Dear Candidates,

We have an excellent opening for Wealth Advisor in Bangalore - Koramangala location

Company Profile: As part of Fintech group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a passionate team of professionals having significant experience in financial markets, equity research and technology.

JOB DESCRIPTION: Retail Sales Role - WealthAdvisor

Position: Retail Sales Advisor

Working Days: Monday to Friday (4th and 5th Saturdays are working) Working Hours: 8.5-hour shift(Login between 9AM - 10:30AM, Log-out between 5:30 PM -7:30 PM)

RoleOverview:

As a Retail Sales Advisor, you will help clients build wealth through smart equity investments.

You will spend most of your day talking to potential customers on the phone,selling our products.

Good communication skills are essential.

You will need to plan and make new and follow-up calls to meet your targets.

Knowing about the equity market andbeing good at selling is crucial.

Responsibilities:

  • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size
  • Identify fitment of sales products matching the clients 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

We have a Drive on 06th Nov, Thursday between 11am - 5 pm

At :

Koramangala Office, Bengaluru, 560095

Spot Selection

Kindly mail ur details to to book your slot

Regards

HR

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