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  • Applicants Less than 5 Applicants
  • 2021-06-12 2021-12-12

Job Description

Title: Sales Wealth Counselor Private Wealth (Offline Sales)

Reports To: Vice President - Sales

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

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).

Functional Competencies:

Macro Market & Economy Understanding

Expert Level Understanding on Financial Products / Asset Classes

Financial Planning / Portfolio Management

Selling Skills / Customer Acquisition

At least 1-15 years working within a sales environment preferably in a BFSI / Finance sector.

Fluency in English, Hindi & any one regional language.

Salary upto 12 Lakhs.

Work Location: Lower Parel (Work from office)


Banking / Financial Services / Stock Broking

Functional Area

Sales & Marketing / Business Development/telecaller

Number of Vacancy



Diploma, Advanced/Higher Diploma, Professional Degree, Any Bachelor Degree

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