Financial Advisor (Hyderabad)

Financial Advisor (Hyderabad)

08 Aug
|
Equentis Wealth Advisory
|
Hyderabad

08 Aug

Equentis Wealth Advisory

Hyderabad

Key Responsibilities

- Make outbound calls to prospective and existing customers to understand their financial requirements.
- Explain fintech products, investment solutions, and services to customers in a clear and convincing manner.
- Generate leads, follow up with prospects, and convert opportunities into successful sales.
- Maintain regular communication with customers and build strong relationships.
- Achieve assigned monthly sales and revenue targets.
- Handle customer queries and provide appropriate product information.
- Maintain accurate records of customer interactions, leads, and follow-ups in the CRM.
- Coordinate with internal teams to ensure smooth customer onboarding and service.
- Follow company policies, sales processes, and compliance guidelines.

Candidate Requirements

- 15 years of experience in Telecalling, Telesales, Inside Sales, B2C Sales, or Fintech/BFSI Sales.
- Strong verbal communication and convincing skills.
- Good customer-handling and relationship-building abilities.
- Target-oriented with a robust sales mindset.
- Comfortable making a high volume of outbound calls.
- Basic knowledge of financial products/investments will be an advantage.
- Graduate candidates preferred.

📌 Financial Advisor (Hyderabad)
🏢 Equentis Wealth Advisory
📍 Hyderabad

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