Client Acquisition Executive

About the Company

Join Our Sales Team at Equentis

About the Role

A short paragraph summarizing the key role responsibilities.

Responsibilities

Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size

Identify fitment of Wealth Advisory products matching the client’s investing goals

Interact with potential customers with the emphasis on high quality lead conversions.

Proactively follow up leads assigned by Wealth Advisory Head and report the progress with mitigation plan on how to achieve the results as well.

Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives.

Contribute to the team performance by sharing and implementing Best Practice Ideas.

Disseminate the learnings / good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise

Qualifications

Graduate / MBA / PGDM

Required Skills

Graduate (Mandatory)

At least 0.6 -3 years working within a Wealth Advisory environment preferably in a proactive role in a BFSI / Finance / Marketing sector.

Location

• Lower Parel, Mumbai