Key Responsibilities
Key Roles / Responsibilities
• Plan the day’s work with emphasis on leads to be contacted basis the
• importance of the Wealth Advisory funnel and size
•
• Identify fitment of Wealth Advisory 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 Wealth Advisory Head and report the
• progress with mitigation plan on how to achieve the results as well.
•
• Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives.
•
• Contribute to the team performance by sharing and implementing Best
• Practice Ideas.
•
• Disseminate the learnings/ good practices across team(s) so that the
• knowledge sharing is encouraged and rewarded likewise Requirements
•
• Graduate (Mandatory)
•
• At least 0.6 -3 years working within a Wealth Advisory setting preferably in
• a proactive role in a BFSI / Finance / Marketing sector.
•
• Fluency in English, Hindi & any one regional language
•
• Excellent communication skills – verbal and written communication skills
•
• High degree of accuracy
•
• Willing and able to work extra hours on occasions to complete tasks
•
• Willing and able to attend company meetings which take place outside
• of normal
working hours
(approx. one per month)
•
• Joining Time: ASAP