Job Description
Roles
• Identifying customer needs.
• Presenting products or services to customers
• Closing sales
• Maintaining customer relationships • Advising HNI clients - for equity & structured product-related queries.
• Deliver quality solutions and services to clients.
• Constant review and monitoring of customer portfolios.
• Achieving sales and revenue graduate
• Background in equity and financial advisory is preferred
• 3-5 years of work experience in sales
• stock market knowledge
• excellent communication and sales skills (ref:updazz.com
• Identifying customer needs.
• Presenting products or services to customers
• Closing sales
• Maintaining customer relationships • Advising HNI clients - for equity & structured product-related queries.
• Deliver quality solutions and services to clients.
• Constant review and monitoring of customer portfolios.
• Achieving sales and revenue graduate
• Background in equity and financial advisory is preferred
• 3-5 years of work experience in sales
• stock market knowledge
• excellent communication and sales skills (ref:updazz.com
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Counsellor | Sales | Bank position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.