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10/02 Antriksh Soamny
HR Consultant at Safejob

Views:28 Applications:21 Rec. Actions:Recruiter Actions:5

Sales Wealth Counsellor - BFS (2-4 yrs)

Bangalore Job Code: 146585

- 2 years to 4 years of experience as Sales/Business Development mandatory

Salary : 6 LPA + up to 2 lac variable (Maximum 15-20% hike on last drawn)

Qualification : Graduation Only

Responsibilities :

- 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 the 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)

Prerequisite Skills :

- Sales Techniques

- Interpersonal Skills

- Written communication

- Customer Care

- Client Relationship

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

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