Company: Equentis - Research and Ranking
Location: Lower Parel
Retail Wealth Advisory 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 potential customers over connections for most part of his/her day for pitching company’s product/offerings. Since this form of conversation is dependent on good communication skills is mandatory. He/she must be able to plan the number of fresh/follow-up connections. He/she has to do in order to meet targets.
The job requires good convincing and persuading skills and a thorough understanding of the company's offerings. The SWC/SSWC is also expected to be keep abreast of the news and events that make the equity market dynamic in nature.
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