Wealth Advisor

Job Description

Functional Accountabilities:

• Keep up with Product Knowledge & promotions
• Adhere to the Dialer KPI
• Have a Customer centric approach
• Good Follow-up & Lead management
• Keep a track of daily/Weekly & monthly Targets
• Follow company policies

Experience and Technical Knowledge:

• Good Communication & Interpersonal Skills
• Tele calling experience
• Preferably from Real estate experience
• Language skills- Italian, German, Turkish, Chinese, Russian
• Basic computer skills, including Microsoft Word and Excel

Qualifications:

Bachelor’s degree or equivalent