Wealth Counsellor

**About Our Company** We are seeking a talented individual to join our team as an offline sales counsellor. While we prefer not to disclose the name of our client, we can assure you that we are a reputable organization dedicated to providing excellent products and services to our customers. Our offline sales counsellors play a crucial role in selling our...

Role OverviewAs a skilled Investment Counsellor at Nibodhah, you will be responsible for driving sales through existing clients and developing solutions tailored to their needs. Your primary goal will be to acquire new clients and increase engagement with existing ones, providing comprehensive financial planning solutions. This role demands strong...

Role: Wealth CounsellorQualification: GraduateLocation: Remote OpportunityExperience: 3-5 years of experience in sales and customer relationship managementWorking Days: 5 days a week, flexible scheduleInterview Round: 2 rounds of interviews with our teamCTC: Up to 12 LPA, plus incentives and bonusesKey Responsibilities:Identify customer needs and provide...

Role: Investment CounsellorLocation: NationwideKey Responsibilities:Drive sales through existing clients by fostering strong relationships and delivering exceptional customer experiences.Conduct daily sales calls with prospective new clients to identify their needs and provide tailored solutions.Collaborate with clients to develop comprehensive financial...

Role: Investment Counsellor Location: Mumbai / Thane / Navi Mumbai Roles & Responsibilities: The hired will be responsible for Driving sales through existing clients. Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients...

Job Summary:An exciting opportunity has arisen for a skilled Investment Counsellor - Field Sales Professional to join our team at Infinitalent Consulting (P) Ltd. As a key member of our sales team, you will be responsible for driving sales through existing clients, conducting daily sales calls, and providing end-to-end solutions for clients' wealth...

**Role/Job Title**: Investment Portfolio Counsellor **Business**: Retail Banking **Function/ Department**: Wealth Management **Place of work**: Hyderabad/Mumbai/ Chandigarh/Bangalore & Chennai Job Purpose : Provide advice and guidance related to financial investments Educate clients about range of investment products and services and recommend options...

Roles & Responsibilities: The hired will be responsible for Driving sales through existing clients. Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggestschemes to clients basis their requirements and goal. Providing end to end solution for the clients wealth management needs. Acquire new...

**THE ROLE** - Identifying customer needs - Presenting products or services to customers - Answering customer questions - Closing sales - Following up with customers - Maintaining customer relationships **QUALIFICATIONS**: - Graduate (mandatory) - 3 to 5 years of work experience - Excellent communication and interpersonal skills - Knowledge of the...

Role OverviewWe are seeking a skilled Wealth Counsellor to join our team at Karyarth. The ideal candidate will have a strong background in sales and excellent communication skills.ResponsibilitiesIdentifying customer needs and presenting suitable solutionsPromoting and selling wealth management productsMaintaining strong relationships with customersWorking...