Wealth Advisor (Inside Sales)

Talent Zone Consultant

1 - 5 Years
2 Openings
Not Disclosed
Mumbai
Face-to-Face interview

Key Skills

Mutual Funds Sales Equity Sales Stock Market Sales

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Job Description

Interview Mode: Face to Face

Working Hours: 8hrs. 30 min

Working Days: 5(depends in the month end should work on Saturday, Sunday as well)

Key Roles / Responsibilities

• Plan the day’s 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 client’s 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 -3 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)

Experience
1 - 5 Years
No. of Openings
2
Education
Professional Degree
Role
Wealth Advisor
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
Mumbai

About Talent Zone Consultant

TALENT ZONE Consultants is a unique and flourishing Human Resource Consultancy in Bangalore, Karnataka. This company is known for offering best recruitment solutions possible, to both IT and Non-IT industries in all over the world. We host a wide spectrum of Placement Services namely HR Services, Campus Placement, Outsourcing Services, and Manpower Recruitment Services. TALENT ZONE Consultants has gained a considerable network of contacts and a database of quality Candidates, which is generated through networking, referrals and advertising across a wide range of media. Our primary goal is to assist our clients with building the strongest management teams possible. To that end, we endeavor to thoroughly understand our clients' staffing objectives and profile the skills and background required for a job. We effectively understand our clients manpower requirements and have been successfully delivering to their ongoing demands that are best suited to our clients' needs.