Sales Wealth Counselor - Mumbai, India - Talent Corner HR Services

Talent Corner HR Services
Talent Corner HR Services
Verified Company
Mumbai, India

2 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description
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Talent Corner HR Services_
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Job description_


Position:
Sales Wealth Counselor - Private Wealth (Offline Sales)


Broader Role / Responsibilities

  • Customer Acquisition Minimum of Rs. 25 Lakhs and 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 longterm 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 least 34 years working 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)
  • Joining Time: ASAP
We are currently seeking a highly motivated and dynamic individual to join our team.


Job Type:
Full-time


Education:

Bachelor's (required)


Company:
Equentis Wealth Advisory Services Pvt. Ltd. A-603, Marathon Futurex, N. M. Joshi Marg, Lower Parel - East, Mumbai-13


Location:
Noida

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CTC:
As per the Market
Please go through the above details and if you are interested please fill the needed details.

Sales Wealth Counselor - Private Wealth (Offline Sales)


For Contact Details:

Principal Consultant - Talent Acquisition

Veeravairam P


Contact:

Salary:
Up to ₹37,161.43 per month


Education:


  • Master's (required)

Experience:


  • BFSI / Finance sector: 3 years (required)

Language:


  • English (required)
  • Hindi (required)

License/Certification:

  • NISM Certification (required)
Application Deadline: 06/07/2023
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