Wealth Creation Counsellor, Mumbai

HR Priya Srivastava
Job Overview

Hiring below Profile for our Mumbai based direct Client of BPO Sector.

Job Title: -Wealth Creation Counsellor
Location: -Thane Terms: -Full Time
Shift Time: -10.00am to 7.00 pm
Week Off: -Sunday Batch Count: -10
Batch Date :- 1st Every Month
Training Period: -10 days (Candidates will be onboarded post-certification)

Salary up to CTC Rs- 4LPA


We are looking for enthusiastic “Wealth Creation Counselors” who can counsel potential investors over the phone and will be able to generate sales for the organization by selling the different types of advisory services. The candidate shall take up the below-mentioned roles and responsibilities –

• Dialing 100-150 calls giving 3-5 hours of talk time.
• Selling an equity-based product on call from scratch to end.
• The candidate will be responsible to do counseling interested customers and suggesting the best Investment plans as per his/her financial requirements.
• The candidate will be responsible to convert interested customers into clients through proactively follow-ups and counseling.


• Communication: – An effective counselor must be an excellent communicator and have superior people skills. As a counselor, the candidate should be an outstanding communicator and listener with a professional, but friendly approach.
• Language: English and Hindi are compulsory. Preferred – Tamil, Telugu, Tulu, Malayalam or Bengali
Experience: -Minimum 1- year of BPO Sales (outbound calling-target based) experience
Qualification: – Graduation
Department: – Sales
• Age: -Up to 35 years
Location boundaries: THANE/MALAD/ANDHERI
• Candidates should possess strong selling skills.
• Good sales ability and excellent interpersonal and problem-solving skills.
• Basic mathematical calculation ability.

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