Equity Advisor -Sales (Mumbai)

Equity Advisor -Sales (Mumbai)

04 Oct
|
Equentis Wealth Advisory
|
Mumbai

04 Oct

Equentis Wealth Advisory

Mumbai

Roles and Responsibilities

- Generate leads through outbound calls, emails, and social media platforms to drive business growth.

- Develop new client relationships by identifying their financial goals and providing tailored investment solutions.

- Meet or exceed monthly sales targets through effective time management and prioritization.

- Utilize BPO services to manage existing client portfolios, ensuring high levels of customer satisfaction.

Desired Candidate Profile

- 1-6 years of experience in equity advisory, inside sales, or related fields (B2C sales).

- Robust understanding of B2C sales principles and practices.

- Excellent communication skills for effective lead generation and relationship building.

- Ability to work independently with minimal supervision while meeting deadlines.

📌 Equity Advisor -Sales (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai

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