Wealth Advisors India

Main Purpose of Job:

1. Responsible for Lead Generation and Client Conversion (Closing deals with Pharmacies and Doctors)

2. Working on Client Retention and Marketing Strategies (Onboarding patients by doing promotional activities)

3. Cold calling and Field sales activities.

Key Responsibilities / Accountabilities:

Key Activities - End Results

1. R&D for Lead Generation:

Will ensure lead generation and conversion as well.

2. Competitive Research Analysis:

Research will ensure less error rates and hence more efficiency.

3. Provide Weekly and Monthly reports:

Will show regular growth and advancements.

4. Identify potential market and test them extensively:

Opens new market ways and hence will help in increasing revenue.

5. Collecting and evaluating customer feedback:

Will show customer or client satisfaction.

6. Evaluating customer research, market conditions and competitor data:

Will provide more insights and hence increase productivity.

Competency Profile:

1. Experiences in delivering client focused solutions to customer needs.

2. Ability to work to budgets and deadlines.

3. Highly Energetic

4. Self-discipline & commitment

5. Innovative & Creative

6. Cost Consciousness

7. Efficient in Microsoft office (Excel & PowerPoint)

8. Good reasoning abilities. Sound judgment.

9. A creative approach to problem-solving skill

10. Tactful, mature, flexible.

11. Result oriented

12. Strategic Thinker

13. Build and Maintain strong, long lasting client relationship.

14. Strong verbal and written communication