28 Sep
|
Equentis Wealth Advisory
|
Mumbai
28 Sep
Equentis Wealth Advisory
Mumbai
Roles and Responsibilities
- Manage client relationships through regular meetings, calls, and emails to identify their financial goals and provide tailored solutions.
- Generate revenue by selling various financial products such as mutual funds, insurance, wealth management services, etc. to high net worth individuals (HNIs) and retail clients.
- Identify recent business opportunities through networking within the community or referrals from existing contacts.
- Maintain accurate records of sales activities using CRM software or other tools.
- Collaborate with internal teams to resolve customer queries and issues promptly.
📌 Retail Sales Executive (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai