Wealth Doctor @ Global Talent

Job Description

- Advice customer on the various aspects of Personal Finance
- Call Customer s back and create profiles with all the relevant data
- Perform a Need Analysis to ensure the right financial products are recommended to the
Customer
- Ensure they are equipped with the information they need to ensure they are not cheated
- Encourage Customer s to meet Service Providers thereby generating leads
- Fix appointments to ensure meeting between Customer and Service Provider
- Ensure the Customer is interested and is not being forced to meet the Service Provider
- Ensure the credibility of the Company is not compromised
- Constantly upgrade yourself to ensure you provide the most up to date information to the
Customer
Key Performance Indicators
- Avg. No. of Calls Connected
- Avg. No. of Leads Transferred
- Avg. Quality Score
- Call to Lead Ratio
- Talk Time to Lead Ratio
- Leads Produced to Lead Transferred Ratio
- Total MyClients
- NISM Level 1 and Level 2 Certification Series X (A and B ) Investment Advisors
Suvision Holdings Private Limited | No. 16, Apple Villa, Lalbhag Road, Bangalore 560027 | T: 080-4961 1457 | E: ca***r@in********y.com
- Points Earned
Key Skills and Qualifications
- Strong aptitude in Personal Finance
- Good Communication skills in English and one regional language
- Graduation or Post Graduation in Commerce and Management mandatory
- Has to clear Wealth Doctor Aptitude Test with minimum 50%

Salary 2 Lac To 3 Lac P.A. Industry Finance / Stock Market Work Experience 2 - 3 Years Qualification Other Bachelor Degree ,

Employement Category:

Employement Type: Full time
Industry: Recruitment Services
Role Category: General / Other Software
Functional Area: Not Applicable
Role/Responsibilies: Wealth Doctor

Contact Details:

Company: Global Talent Pool
Location(s): Bengaluru

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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