Wealth Counselor

  • icon job experience 0 - 5 Years
  • icon job opening 1 Openings
  • icon salary Not Disclosed
  • icon job location Mumbai
  • Face-to-Face interview Face-to-Face interview
Key Skills

Wealth Counselor Wealth Counseling

Job Description

Purpose of job:

This role would be responsible to interact with potential customers for most part of his/her

day for selling company’s product/offerings. He/she must be able to plan the number of

fresh/follow-up calls he/she has to do in order to meet targets. The job also requires good

selling and persuading skills and also a thorough understanding of the company's offerings

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.
  • Experience

    0 - 5 Years

  • No. of Openings

    1

  • Education

    B.Com

  • 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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