Renewals Wealth Counselor Job in Mumbai at Research And Ranking
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Renewals Wealth Counselor

Research And Ranking


Start date
Starts Immediately
2.5 - 5 LPA
0-5 years
0-5 years experience
Apply By
11 Apr' 23
Posted 3 weeks ago
About Research And Ranking
We are a SEBI-registered equity advisory firm ranked amongst the top 3 in India. We believe in educating and guiding clients for long-term investment.
Activity on Internshala
Hiring since April 2022
46 opportunities posted
26 candidates hired
About the job
Key responsibilities:

1. Retain existing clients by renewing their subscriptions through our products offerings in line with their investment goals
2. Probe, identify, and create opportunities by interacting with existing customers with an emphasis on our product offerings and highlight the importance of wealth creation in the long term
3. Follow up proactively, build client relationships, and renew leads that are due to expire
4. Reach maximum clients each day and maintain a healthy business relationship with them to sustain continuity
5. Make a minimum of 100 to 120 calls per day and deliver talk-talk time as per business productivity benchmark and standards
6. Maintain the retention rate % (conversion) consistently at the expected standards by renewing the subscribers before the expiry
7. Deliver daily productivity and conversion goals as per the business requirements (KPI)

Skills & Requirements:

1. Graduates
2. At least 2-3 years working in hardcore sales profile, renewals or retention business or collections background, product cross-sell/up-sell experience from telemarketing/tele-calling in BPO will be considered
3. Sales experience in the equity/BFSI/finance sector will be added advantage
4. Fluency in English & Hindi is a must
Skill(s) required
Effective Communication English Proficiency (Spoken) Hindi Proficiency (Spoken) Sales

Annual CTC: 2.5 - 5 LPA

Annual CTC breakup:

1. Fixed component: 80%

2. Variable component: 15%

3. Other incentives: 5%

Number of openings

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