Wealth Counsellor (Investment Advisory)

Freelancer

Hiring in various positions

Requirements:

Candidates with a B2C sales experience in the products of the BFSI industry like loans, insurance, mutual funds, equity, etc are invited to apply.

The candidate has to be a resident of Mumbai.

Excellent verbal and written communication skills and excellent telephonic skills are a must.

Proficiency in English and Hindi and one local language is expected.

Training will be provided

Job Description:

The candidate would be involved in the acquisition of Retail customers with an investible surplus of Rs. 10 Lacs or more

For the higher level in this role, candidates having experience of handling retail clients with an investible surplus of Rs. 25 Lacs or more and possessing the knowledge of equity will be given first preference

Role: From customer acquisition to telephonic conversations with clients to occasional personal meetings with the clients

Ensure delivery of MIS reports

Develop short-term and long-term sales strategies

• Experience

  2 - 8 Years

• No. of Openings

  5

• Education

  Any Bachelor Degree

• Role

  Wealth Counsellor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office