Watch a complete video on our webinar on 'Investing In The Post Covid-19 World. What's Next For Investors?'. Watch Now



Sales Wealth Counselor – Private Wealth (Offline Sales)

Role Overview arrow iconBack to Careers

Key Highlights

Job Location



Functional Area


Sales Wealth Counselor – Private Wealth (Offline Sales)

3 - 4 years


About the Role

A Sales Wealth Counselor responsible for ensuring delivery of various MIS reports as per requirements.

Reporting To : Vice President - Sales

Joining Time: ASAP

CTC : As per industry standards

Key Roles and Responsibilities 

  • Customer Acquisition minimum of Rs. 25 Lakhs and above investable surplus.
  • Manage Private Wealth, Portfolio Advisory, and AIF fund related queries
  • 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 the 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
  • Continuous learning, to be better equipped than our competitors.
  • 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).
  • Customers Success is Our Success.


Functional Competencies

  • Macro Market & Economy Understanding
  • Expert Level Understanding on Financial Products / Asset Classes
  • Financial Planning / Portfolio Management
  • Selling Skills / Customer Acquisition
  • Valid Mandatory Certificates as per regulatory requirement/s


Job Profile Requirement 

  • Fluency in English, Hindi & any one regional language.
  • Excellent communication skills – verbal and written & Excellent telephone skills.
  • High degree of accuracy.
  • NISM certification preferred. (Valid Mandatory Certificates as per regulatory requirement/s)

Apply for this Job arrow iconBack to Careers


Free Research Reports

Get Free Fundamental Stock Market Research Reports Worth Rs. 10,000 The recommended two fundamental stocks are to demonstrate the depth of research conducted at Research & Ranking. This should not be considered as free trial of our services.