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29/06 Tanisha Kamilya
Human Resource Recruiter at Karyarth Consultancy

Views:23 Applications:8 Rec. Actions:Recruiter Actions:3

Wealth Counselor - Sales - Bank (1-4 yrs)

Mumbai Job Code: 332862

Responsibilities :

- Client Reactivation : Reach out to expired clients to renew their subscriptions and introduce relevant products aligned with their investment goals.

- Opportunity Identification : Probe, identify, and create opportunities by engaging with existing customers and emphasizing our product offerings.

- Relationship Building : Proactively follow up with clients, build relationships, and reactivate expired leads to re-establish connections.

- Daily Outreach : Make a minimum of 100 to 120 calls per day, ensuring productive and meaningful interactions.

- Conversion Rate : Maintain and exceed the expected conversion rate by reactivating expired subscribers.

- Productivity Goals : Consistently meet daily productivity and conversion goals as per business requirements (KPI).

Requirements :

Education : Graduate (Mandatory)

Experience:

- 1.5 to 4 years of experience in inside sales, preferably within a proactive telemarketing role.

- Experience in the equity, BFSI, or finance sector is an added advantage.

- Background in hardcore sales, collections, finance sales, product cross-sell/up-sell from telemarketing/tele-calling in BPO will be considered.

Skills :

- Excellent communication skills with strong telephonic etiquette (written and verbal).

- Fluency in English and Hindi is a must.

- Passionate, aggressive, result-oriented, and punctual.

- Takes ownership of client retention and is innovative in overcoming challenges.

- Proactive in taking up additional responsibilities.

- Flexible and ready to extend shift hours as per business requirements.

Working Conditions :

- Working Days : 5 days a week (4th and 5th Saturday off, subject to company policy).

- Shift Timing : 10:00 AM - 7:00 PM.

- Location : Mumbai, Office-based.

- CTC : Up to 4.5 LPA + Incentives.

- Notice Period : Immediate joiners preferred.

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