Wealth Manager (Mumbai)

Wealth Manager (Mumbai)

08 Nov
|
Equentis Wealth Advisory
|
Mumbai

08 Nov

Equentis Wealth Advisory

Mumbai

Sales Advisor is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities.

The Sales

Advisor is responsible for interactions with potential customers over calls for most part of his/her day for selling companys product/offerings. Since this form of selling is dependent on communication skills, good communication skills are a must. He/she must be able to plan the number of fresh/follow-up calls he/she has to do in order to meet targets. The job requires good selling and persuading skills and a through understanding of the company.

The Sales

Advisor is also expected to be keep abreast of the news and events that make the equity market dynamic in nature.

Responsibilities

- Plan the days work with emphasis on leads to be contacted basis the

importance of the sales funnel and size
- Identify fitment of sales products matching the clients investing goals




- Interact with potential customers with the emphasis on high quality

lead conversions.
- Proactively follow up leads assigned by Sales Head and report the

progress with mitigation plan on how to achieve the results as well.
- Work closely with the Sales Head to achieve sales objectives.
- Contribute to the team performance by sharing and implementing Best

Practice Ideas.

Requirements

- At least 1-6 years working within a sales workplace preferably in

a proactive telemarketing role in a BFSI / Finance sector.
- Fluency in English, Hindi.
- Excellent communication skills verbal and written. Excellent

telephone skills
- High degree of accuracy
- Willing and able to work extra hours on occasions to complete tasks

Work from office 5 days working (Last 2 Saturday's Working)

Lower Parel East

📌 Wealth Manager (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai

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