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