Wealth Counselor

  • icon job experience 1 - 5 Years
  • icon job opening 7 Openings
  • icon salary Not Disclosed
  • icon job location Mumbai
  • Face-to-Face interview Face-to-Face interview
Key Skills

Wealth Counseling

Job Description

Key Roles and Responsibilities:

● Identify Opportunities and Interact with Potential Customers with the Emphasis On

high Quality Leads.

● Proactively Follow Up Leads Assigned By Sales Head.

● Work Closely with the Sales Head to Achieve Sales Objectives.

● Contribute to the Team Performance By Sharing and Implementing

best Practice Ideas.

person Specification

knowledge, Skills, Experience

● Preferably a Graduate

● At Least 1-2 Years Working Within a Sales Environment Preferably in a Proactive

telemarketing Role.

● Excellent Telephone Skills

● High Degree of Accuracy

skills with People

● Excellent Communication Skills – Verbal and Written

● Ability to Persuade, Influence and Negotiate Effectively At all Levels Within And

outside the Organization

disposition/personality

● Determined

● Enthusiastic

● Team Worker

● Reliable

● Sociable

type of Person (motivational Profile)

● Self-motivated

● Achievement Orientated

● Ability to Use Own Initiative

● Ability to Perform Effectively When There are Pressure Peaks

● Sets High Standards and Consistently Achieves Them

circumstances

● 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

    7

  • Education

    Any Bachelor Degree

  • Role

    Wealth Counselor

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

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