This is with regards to an opportunity open with us for the role of a Sales-Wealth Counselor- Private Wealth. If you are looking for the opportunity, please go through the details and the role requirements mentioned below and revert back with your consent to get back for further coordination.

Currently we have an Excellent Opportunity with one of the India's first online non-discretionary equity advisory company.

We are regulated by the SEBI and backed by a passionate team of professionals having significant experience in financial markets, equity research and technology. As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009.

Total Employee Headcount - 400 employees Pan India

Head Office - Lower Parel (Mumbai), Offices- in Worli, Thane and Malad & Branches in Delhi & Bangalore 25,000 clients on board at the moment on Fintech Platform and the company intends to increase their client base to 1 lakh in 2.5 years from now and looking at someone who would be able to grow in that speed.

Company is a Fintech Company and Product name is Research and Ranking.

The company is also planning to go through an IPO in the next couple of years. They are looking for someone who can work in fast paced environment and can grow within the organisation.

Working days: - Work from Office (Monday to Friday: 9:00 am to 5.30 pm; Saturday (1st, 3rd and 5th): 10 am to 4 pm)

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

Reports to: Vice President - 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 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 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 :

- ANY GRADUATE/MBA/PGDBM /CFA

- At least 3-6 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)

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.