Wealth Advisor - B2C Inside Sales

Sales Wealth Counselor (SWC) / Sr. Sales Wealth Counselor (SSWC) 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 existing customers over calls for most part of his/her day for selling company''s product/offerings.

Broader Role / Responsibilities

. Plan the day''s work with emphasis on leads to be contacted basis the importance of the sales funnel and size

. Identify fitment of sales 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 Sales Head and report the progress.