Financial Advisor Mumbai

Financial Advisor Mumbai

07 Nov
|
Equentis Wealth Advisory
|
Mumbai

07 Nov

Equentis Wealth Advisory

Mumbai

Roles and Responsibilities
Generate leads through outbound calling, email campaigns, and social media platforms to acquire current clients.
Convert leads into paying customers by providing personalized financial solutions and services.
Meet or exceed monthly targets for client acquisition, retention, and cross-selling prospects.
Develop robust relationships with existing clients to increase repeat business and referrals.

📌 Financial Advisor Mumbai
🏢 Equentis Wealth Advisory
📍 Mumbai

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