- Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size
- • Identify fitment of sales products matching the client’s investing goals
- • Interact with potential customers with the emphasis on high quality lead conversions.
- Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well.
- • Work closely with the Sales Head to achieve sales objectives.
- • Contribute to the team performance by sharing and implementing Best Practice Ideas.
- Disseminate the learnings/ valuable practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise
📌 Associate Director (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai
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