Equity Advisor -Sales

Equentis Wealth Advisory; Mumbai; In loco; INR 600.000 - 900.000; Tempo pieno

Descrizione del lavoro

Equentis Wealth Advisory in Mumbai seeks a proactive sales professional to generate leads, build client relationships, and tailor investment solutions to client goals. The role emphasizes proactive outreach and qualification to drive revenue growth.

You will engage via outbound calls, emails, and social platforms, aiming to meet monthly targets while coordinating with teams to ensure client satisfaction. This is a dynamic, independent role within a wealth advisory environment.

Competenze

• 1-6 years of experience in equity advisory, inside sales, or related fields (B2C sales).
• Strong understanding of B2C sales principles and practices.
• Excellent communication skills for effective lead generation and relationship building.
• Ability to work independently with minimal supervision while meeting deadlines.

Mansioni

• Generate leads through outbound calls, emails, and social media platforms to drive business growth.
• Develop new client relationships by identifying their financial goals and providing tailored investment solutions.
• Meet or exceed monthly sales targets through effective time management and prioritization.
• Utilize BPO services to manage existing client portfolios, ensuring high levels of customer satisfaction.

Conoscenze

Lead generation

Client relationship building

Communication skills

Time management

Descrizione del lavoro

Roles and Responsibilities

• Generate leads through outbound calls, emails, and social media platforms to drive business growth.
• Develop new client relationships by identifying their financial goals and providing tailored investment solutions.
• Meet or exceed monthly sales targets through effective time management and prioritization.
• Utilize BPO services to manage existing client portfolios, ensuring high levels of customer satisfaction.

Desired Candidate Profile

• 1-6 years of experience in equity advisory, inside sales, or related fields (B2C sales).
• Strong understanding of B2C sales principles and practices.
• Excellent communication skills for effective lead generation and relationship building.
• Ability to work independently with minimal supervision while meeting deadlines.