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Job Description
Sales Wealth Counselor (SWC) / Sr. Sales Wealth Counselor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for selling company''s product/offerings.
Broader Role / Responsibilities
- . Plan the day''s work with emphasis on leads to be contacted basis the importance of the sales funnel and size
- . Identify fitment of sales products matching the client''s investing goals
- . Interact with potential customers with the emphasis on high quality lead conversions.
- . Proactively follow up leads assigned by Sales Head and report the progress.
Skills
B2C Inside SalesSalesB2CProduct SalesInside SalesCustomer ServiceWealth ManagementSalesIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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