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Wealth Counselor (Online Sales)

1.00 to 6.00 Years   Mumbai City   22 Jul, 2022
SEARCHLIGHT HR SERVICES PRIVATE LIMITED
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 3.5 - 6 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Greetings from SearchLight HR Pvt Ltd!!We are a professionally managed Executive Search Company with experience in building successful careers and successful organizations. In this endeavor we provide end to end recruitment solutions to esteemed organizations for senior management, professional and technical positions.Currently we have an Excellent Opportunity withone of the leading SEBI registered Equity Advisory Fintech Company.Title:Sales Wealth Counselor Private Wealth (Online Sales)Working days: - Work from Office (Mon to Sat: 9:30 am 6:30 pm & Sat (2nd & 4th Saturday weekly off) & Sunday Weekly Off)Reports to:Vice President SalesSummarySales Wealth Counselor / Sr. Sales Wealth Counselor is responsible to interact with potential customers for most part of his/her day for selling companys product/offerings. Good communication skills are a must. 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 a thorough understanding of the companys offerings.Broader Role / Responsibilities
    • Customer Acquisition Minimum of Rs.10Lakhsand above investable surplus
    • Manage Private Wealth, Portfolio Advisory and AIF fund related queries
    • Ensure delivery of various MIS reports as per requirements
    • To develop short term and long-term sales strategies for the Private Wealth business in line with the overall strategic goals of the organization
    • To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
    • Achieve a balance of revenue streams through sale of Advisory, Portfolio Management Service & AIF which will build a steady annuity flow
    • To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
    • Continuous learning, to be better equipped than our competitors
    • To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
    • To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
    • To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth Management (WM)
    • Revenue Generation
    • Build Asset Under Advisory (AUA)
    • Customers Success is Our Success.
    Functional Competencies:
    • Macro Market & Economy Understanding
    • Expert Level Understanding on Financial Products / Asset Classes
    • Financial Planning / Portfolio Management
    • Selling Skills / Customer Acquisition
    • Valid Mandatory Certificates as per regulatory requirement/s
    Requirements
    • MBA/PGDBM /CFA
    • At least1 - 5 yearsworking within a sales environment preferably in a BFSI / Finance sector.
    • Fluency in English, Hindi & any one regional language
    • Excellent communication skills verbal and written & Excellent telephone skills
    • High degree of accuracy
    • NISM certification preferred (Valid Mandatory Certificates as per regulatory requirement/s)

Keyskills :
bfsi salesinvestment advisorysalesalternative investments

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