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