18 Sep
|
Equentis Wealth Advisory
|
Mumbai
18 Sep
Equentis Wealth Advisory
Mumbai
Roles and Responsibilities
- Manage client relationships through virtual channels, ensuring high levels of customer satisfaction and retention.
- Identify cross-sell opportunities for mutual funds, insurance products, bonds, digital sales, outbound sales, upselling, wealth management services to existing clients.
- Develop and maintain a deep understanding of client needs to provide personalized solutions.
- Collaborate with internal teams to resolve client issues promptly and efficiently.
- Meet or exceed monthly targets for sales performance metrics such as number of calls made, conversions achieved.
📌 Virtual Relationship Manager (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai