Talent Acquisition Executive at Searchlight HR
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Wealth Counselor/Senior Wealth Counselor - Sales - Bank (0-4 yrs)
Job Description : Sales Wealth Counselor - Private Wealth (Online Sales)
Title : Sales Wealth Counselor - Private Wealth (Online Sales)
Reports to : Vice President - Sales
Summary :
Sales Wealth Counselor / Sr. Sales Wealth Counselor is responsible to interact with potential customers for most part of his/her day for selling company's product/offerings. 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 also requires good selling and persuading skills and a thorough understanding of the company's offerings.
Broader Role/Responsibilities :
- Advisory based Sales across India and Abroad using Tele-calling.
- Prospecting the clients out of those who have shown interest in our products through our website and social media ads
- Explaining the benefits of long term investment
- Wealth creation through disciplined approach into investment.
- Continuous training and knowledge up gradation to improvise Client Interaction.
- Coordinate with Research Team to understand the Research Reports of all recommended shares.
- Meeting Number and Revenue targets on monthly basis.
Requirements :
- MBA/PGDBM/CFA
- At least 6 months-4 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)
Candidate Assessment :
- Name :
- Date of Birth :
- Total Experience :
- Relevant Experience:
- Current Organization :
- Current CTC : (Fixed + Variable if any) -
- Expected CTC
- Top 3 reasons to consider this role vis-a-vis the current engagement :
- Reason for change :
- Notice period :
- Interview Availability (Face to Face) :
Karishma Dudhani | SearchLight HR Services Pvt. Ltd. |
Telephone : 91-22-42986825
Mobile : 8767747635
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