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.
Robust communication and client acquisition skills.
Ownership mindset and ability to manage client relationships.
Passion for sales and business growth.

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