Key ResponsibilitiesAcquire recent retail clients through digital leads, referrals, networking, and self-generated business.
Understand customer financial goals, investment objectives, and risk appetite.
Promote and sell Equentis Equity Subscription Plans and other wealth advisory solutions.
Qualify leads through outbound calling and follow-up on inbound inquiries via phone, email, and digital platforms.
Build and maintain long-term relationships with clients by providing exceptional financial advisory services.
Maintain accurate client information, interactions, and sales activities in the CRM system.
Collaborate with marketing and pre-sales teams to maximize lead generation and conversion.
Schedule client meetings, virtual consultations, and product demonstrations whenever required.
Achieve and exceed monthly, quarterly, and annual revenue targets.
Ensure high customer satisfaction through timely service and regular portfolio discussions.
Stay updated on financial markets, investment products, and industry trends.
Adhere to all company policies and regulatory compliance standards.

📌 Senior Sales Executive Mumbai
🏢 Equentis Wealth Advisory Services
📍 Mumbai