Key Responsibilities

- Lead Generation: Identify, qualify, and follow up with potential customers through calls, emails, digital leads, referrals, and networking.

- Customer Needs Analysis: Understand customer requirements, financial goals, and pain points.

- Product Presentation: Explain and pitch financial products and services persuasively.

- Client Acquisition: Acquire current customers through outbound sales, inbound leads, and self-sourcing.

- Sales Targets: Achieve or exceed monthly and quarterly sales targets.

- CRM Management: Maintain accurate records of customer interactions and sales activities.

- Customer Relationship Management: Handle customer queries, share product information, and build long-term relationships.

- Sales Coordination: Work with marketing and pre-sales teams to improve lead generation and conversions.

- Performance Tracking: Monitor sales metrics and improve sales strategies.

- Product Knowledge: Stay updated on financial products, industry trends, and competitor activities.

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