01 Aug
|
Equentis Wealth Advisory
|
Uttar Pradesh
01 Aug
Equentis Wealth Advisory
Uttar Pradesh
Roles and Responsibilities
- Generate leads through cold calling, email outreach, and social media to drive sales growth.
- Identify potential clients' needs and provide tailored solutions using financial products such as mutual funds, insurance, stock market investments, etc.
- Build strong relationships with existing customers to upsell/cross-sell relevant banking services and increase revenue.
- Collaborate with internal teams (e.g., operations) to resolve customer issues and improve overall satisfaction.
- Meet or exceed monthly targets for current business acquisition and retention.
📌 Inside Sales Executive (Uttar Pradesh)
🏢 Equentis Wealth Advisory
📍 Uttar Pradesh