Wealth Manager

• Sales Advisor 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 Sales Advisor is responsible for interactions with
• potential customers over calls for most part of his/her day for
• selling companys product/offerings. Since this form of selling is
• dependent on communication skills, 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 requires good
• selling and persuading skills and a through understanding of the
• company. The Sales Advisor is also expected to be keep abreast
• of the news and events that make the equity market dynamic in nature.

Responsibilities

• Plan the days work with emphasis on leads to be contacted basis the

importance of the sales funnel and size

• Identify fitment of sales products matching the clients 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 with mitigation plan on how to achieve the results as well.

• Work closely with the Sales Head to achieve sales objectives.
• Contribute to the team performance by sharing and implementing Best

Practice Ideas.

Requirements

• At least 1-6 years working within a sales environment preferably in

a proactive telemarketing role in a BFSI / Finance sector.

• Fluency in English, Hindi.
• Excellent communication skills verbal and written. Excellent

telephone skills

• High degree of accuracy
• Willing and able to work extra hours on occasions to complete tasks

• Work from office
• 5 days working (Last 2 Saturday's Working)
• Lower Parel East