Business Development Executive

Equentis Wealth Advisory; Mumbai; On-site; INR 300,000 - 600,000; Full time

Job summary

A leading wealth advisory firm in Mumbai seeks a Sales Wealth Counsellor to focus on client wealth creation through disciplined investment strategies. The role involves significant client interaction via calls, identifying suitable products, and achieving sales targets. Candidates should have excellent communication skills and 0-3 years of sales experience. This position requires working from the office, five days a week with some Saturdays included. Competitive remuneration and growth opportunities are offered.

Qualifications

• At least 0-3 years working in a sales environment.
• Ability to plan and manage leads effectively.
• High degree of accuracy and attention to detail.

Responsibilities

• Interact with existing customers primarily over calls.
• Identify product fitment matching clients' investment goals.
• Follow up on leads assigned and report the progress.

Skills

Fluency in English

Fluency in Hindi

Excellent communication skills

Excellent telephone skills

Selling and persuading skills

Job description

Role & responsibilities

Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) 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 SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for selling company's 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 thorough understanding of the company's offerings. The Sales Wealth Counsellor/Senior Sales Wealth Counsellor is also expected to keep abreast of the news and events that make the equity market dynamic in nature.

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

Preferred candidate profile

• At least 0-3 years working within a sales environment
• Fluency in English, Hindi & any one regional language
• Excellent communication skills verbal and written & Excellent telephone skills
• High degree of accuracyWilling and able to work extra hours on occasions to complete tasks

Work from office

5 days working (Last 2 Saturday's working)