Sales Wealth Counselor (SWC) / Sr. Sales Wealth Counselor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for selling company''s product/offerings.
Broader Role / Responsibilities. Plan the day''s work with emphasis on leads to be contacted basis the importance of the sales funnel and size
. Identify fitment of sales products matching the client''s investing goals
. Interact with potential customers with the emphasis on high quality lead conversions.
. Proactively follow up leads assigned by Sales Head and report the progress.