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Wealth Advisor

2 months ago

Mumbai, India Equuentis Full time

RetailSales Advisor is a person who is bestowed with the responsibilityof wealth creation for clients to wish to create wealth usingdisciplined ways of investingin equities.The SWC/SSWC is responsible for interactions with potentialcustomers over calls for most part of his/her day for sellingcompany s product/offerings. Since this form of selling isdependent on communication skills good communication skills are amust. He/she must be able to plan the number of fresh/followupcalls he/she has to do in order to meet targets. The job requiresgood selling and persuading skills and a thorough understanding ofthe companys offerings. The SWC/SSWC is also expected to be keepabreast of the news and events that make the equity market dynamicinnature.
BroaderRole /Responsibilities
Plan the day s work with emphasis on leads to be contacted basisthe importance of the sales funnel and sizeIdentify fitment of sales products matching the client s investinggoals Interact with potential customers withthe emphasis on high quality leadconversions. Proactively follow up leadsassigned by Sales Head and report the progress with mitigation planon how to achieve the results as well. Workclosely with the Sales Head to achieve salesobjectives. Contribute to the teamperformance by sharing and implementing Best PracticeIdeas. Disseminate the learnings/ goodpractices across team(s) so that the knowledge sharing isencouraged and rewardedlikewise

RequirementsGraduate (Mandatory) At least 13 yearsworking within a sales environment preferably in a proactivetelemarketing role in a BFSI / Financesector. Fluency in English Hindi &any one regional language Excellentcommunication skills verbal and written & Excellenttelephone skills High degree ofaccuracy Willing and able to work extrahours on occasions to complete tasks Willingand able to attend company meetings which take place outside ofnormal working hours (approx. one per month)Joining Time: ASAP (Batch DatesGiven)
Knowledgeof Equities Market addedadvantage.

sales,skills,communicationskills,equities,wealth

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