Wealth Counselor @ Coppergate

Job Description

HIRING FOR A REPUTED CLIENT. CLIENT ACQUISITION AND SALES ROLE

NO CONTACT INTERVIEWS. ALL ROUNDS WILL BE DONE VIA TELEPHONIC OR VIDEO CONFERENCING

This is a full time job but Work from Home for now. Once Covid Situation gets better candidate has to report to office.

Title
Sales Wealth Counselor / Sr. Sales Wealth Counselor

Location
Palms Square, 125, Brigade road, Bangalore-560025

Education
Graduate with minimum 2 to 3 years of experience in finance / BFSI Sector

Shift timings
9:30 am to 6:30pm

Salary Range
Upto 5LPA (hike depends on last drawn)

Sunday fixed off & 2nd and 4th Saturday Off

About Process
Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size, Achieving Sales Target
Identify fitment of sales products matching the clients investing goals, Upgrading existing customers to new subscription offers
Interact with potential customers with the emphasis on high quality lead conversions.
Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well.
Work closely with the Sales Head to achieve sales objectives.
Contribute to the team performance by sharing and implementing Best Practice Ideas.
Disseminate the leanings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise

If interested, kindly share your updated CV on sw*********t@co*******e.in or call/Whats app on +917045960364.

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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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