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 companys 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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