03 Sep
|
Equentis Wealth Advisory
|
Mumbai
03 Sep
Equentis Wealth Advisory
Mumbai
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 recent 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 any B2C sales / Wealth Advisory / Private Wealth / RM / B2C 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.
📌 Relationship Manager (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai