Wealth Advisor (Inside Sales)

Talent Zone Consultant

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 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 -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