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Sales Wealth Counselor

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Key Highlights

Job Location



Functional Area


Sales Wealth Counselor

1-5 years


About the Role

We are looking for an enthusiastic “Sales Wealth Counselors” who can counsel the potential investors over the phone and will be able to generate the sales for the organization by selling the different type of advisory services. An effective counselor must be an excellent communicator and have superior people skills. They must be comfortable presenting products or services over the phone as well as dealing with complaints and doubts. As a counselor, we are expecting you to be an outstanding communicator and listener with a professional, but friendly approach. 

The goal is to help the company grow by bringing in customers and developing business.

Qualification : Graduate
Department : Sales/Marketing
Reporting To: Sales Head
Fixed CTC : 2.40 to 4.20 LPA
Variable CTC : 5000 TO 25000 per month (Purely Performance Based)


Key Roles and Responsibilities 

  • He/she will be responsible to do counseling of interested customers and to suggest best Investment plans as per his/her financial requirements.
  • He/she will be responsible to convert the interested customers into clients through doing proactively follow-ups and counseling.
  • He/she will be responsible to do contribution to the monthly team and Individual targets through sharing and implementing best practices and ideas.


Knowledge & Skills 

  • Excellent communication skills.
  • Creative thinking skills.
  • The patience and ability to engage customers in conversation.
  • Good sales ability.
  • Working knowledge of relevant computer software.
  • Excellent interpersonal and problem-solving skills.
  • The ability to handle rejection and stress in soliciting customers.

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