Equity Advisor

Company: www.researchandranking.com 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 Requirements • Graduate (Mandatory) • At least 0.6 -3 years working within a Wealth Advisory environment 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 Knowledge of Equities Market added advantage.