HR Consultant at Safejob
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Wealth Counselor - Sales - Financial Services (2-4 yrs)
Desired Candidate Profile :
- It will be more an existing account handler profile, where the candidate will approach HNI clients to upgrade their packages to Ultra HNI or Premium Ultra HNI
- The candidate should have a very strong sales background, must have excellent communication in English without MTI
- First preference Equity sales background, can look for other industries if the candidate holds strong selling skills
- Experience of Equity or Trading background
- Can look for other financial products if the candidate is excellent in comms and sales
- Age limit : 22-32 Year(s)
- Experience : 2 yrs to 4 yrs of experience as Sales / Business Development mandatory
- Salary : 6 LPA + up to 2 lac variable (Maximum 15-20% hike on last drawn)
- Qualification : Graduation Only
Responsibilities :
- 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 the 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)
Prerequisite Skills :
- Sales Techniques
- Interpersonal Skills
- Written communication
- Customer Care
- Client Relationship
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