Wealth Advisory

5 days ago

Bengaluru, Karnataka, India Paramount HR Full time ₹ 3,60,000 - ₹ 5,40,000 per year

Role - Wealth Advisory Sales / Equity Sales

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 companys 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 days 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 clients 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 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

wats app cv on Sheetal (only wats app -no calls)

Job Type: Permanent

Pay: ₹30, ₹45,000.00 per month

Experience:

  • BFSI : 1 year (Required)
  • Sales: 1 year (Required)

Work Location: In person

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