Wealth Manager Associate

Looking for a candidate with a zeal for sales in the stock market. Primary responsibility is to generate leads, reach out to potential investors and identify their financial needs and position Vivekam's products. The goal is to generate compelling leads and move towards conversion of leads to subscription of Vivekam's products.

Role & responsibilities

Customer identification, Acquisition, retention and renewal.

Contact prospective customers by both telephonic and personal visits.

Research and create a database of leads. Vet the list of warm and cold leads constantly

Reporting on daily , weekly & monthly basis to the concerned team head.

Build rapport and establish long term relationships with customers.

Preferred candidate profile

Bachelor's degree required.

Candidates with prior sales experience will be mandatory.

Must be well versed in Telugu & English.