Sales Wealth Counselor – Private Wealth

Broader Role / Responsibilities
 Customer Acquisition Minimum of Rs. 25 Lakhs and above investable surplus
 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 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)
 Customers Success is Our Success.
Functional Competencies:
 Macro Market & Economy Understanding
 Expert Level Understanding on Financial Products / Asset Classes
 Financial Planning / Portfolio Management
 Selling Skills / Customer Acquisition
 Valid Mandatory Certificates as per regulatory requirement/s

Requirements
 MBA/PGDBM /CFA
 At least 3-4 years working within a sales environment preferably in a BFSI / Finance sector.
 Fluency in English, Hindi & any one regional language
 Excellent communication skills – verbal and written & Excellent telephone skills
 High degree of accuracy
 NISM certification preferred (Valid Mandatory Certificates as per regulatory requirement/s)
 Joining Time: ASAP
 CTC : As Per Industry

More Information

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