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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