OPEN POSITION

As a Wealth Advisor Retail, you will acquire retail clients and advise them on the equity subscription basket plan.

KEY RESPONSIBILITIES

- Qualify leads by understanding customer needs and pain points.
- Conduct outbound prospecting and inbound lead follow-up via phone, email, and digital channels.
- Present products/services effectively and maintain CRM records.
- Acquire current clients through digital leads, referrals, networking, and self-sourcing.
- Collaborate with marketing and pre-sales teams.
- Achieve monthly and quarterly sales targets.
- Handle customer inquiries and schedule meetings/demos.
- Track sales metrics and stay updated with industry trends.
- CANDIDATE PROFILE

- 1+ years of experience in Inside sales
- Market knowledge and understanding.
- Fluency in English, Hindi, and one regional language.
- Strong communication and client acquisition skills.
- Ownership mindset and ability to manage client relationships.
- Passion for sales and business growth.

📌 Business Development Executive (Uttar Pradesh)
🏢 Equentis Wealth Advisory
📍 Uttar Pradesh