Wealth Doctor

2 - 3 Years

Bangalore


Job Description

- Advice customer on the various aspects of Personal Finance

- Call Customer’s back and create profiles with all the relevant data

- Perform a Need Analysis to ensure the right financial products are recommended to the

Customer

- Ensure they are equipped with the information they need to ensure they are not cheated

- Encourage Customer’s to meet Service Providers thereby generating leads

- Fix appointments to ensure meeting between Customer and Service Provider

- Ensure the Customer is interested and is not being forced to meet the Service Provider

- Ensure the credibility of the Company is not compromised

- Constantly upgrade yourself to ensure you provide the most up to date information to the

Customer

Key Performance Indicators

- Avg. No. of Calls Connected

- Avg. No. of Leads Transferred

- Avg. Quality Score

- Call to Lead Ratio

- Talk Time to Lead Ratio

- Leads Produced to Lead Transferred Ratio

- Total MyClients

- NISM Level 1 and Level 2 Certification – Series X (A and B ) Investment Advisors

Suvision Holdings Private Limited | No. 16, Apple Villa, Lalbhag Road, Bangalore 560027 | T: 080-4961 1457 | E: career@indianmoney.com

- Points Earned

Key Skills and Qualifications

- Strong aptitude in Personal Finance

- Good Communication skills in English and one regional language

- Graduation or Post Graduation in Commerce and Management mandatory

- Has to clear Wealth Doctor Aptitude Test with minimum 50%

Salary 2 Lac To 3 Lac P.A.
Industry Finance / Stock Market
Work Experience 2 - 3 Years
Qualification Other Bachelor Degree

Key Skills

Doctor

Company Profile

Company Name

C Services Ltd

About Company Location:Bangalore
Email ID mukal@gtalentpool.com

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