Inside Sales Executive

Equentis Wealth Advisory; Dadri, Delhi; On-site; INR 300,000 - 420,000; Full time

Job summary

Equuentis Wealth Advisory in India is seeking a results-driven sales professional to generate leads and convert opportunities in wealth management. You will identify client financial needs and propose tailored solutions across mutual funds, insurance, and stock market investments.

The role focuses on building lasting relationships, upselling banking services, and achieving monthly sales targets. The successful candidate will collaborate with operations to resolve issues and ensure high customer

Qualifications

• Identify client needs and tailor financial solutions.
• Strong sales acumen and ability to achieve monthly targets.
• Excellent communication and relationship-building skills.

Responsibilities

• Generate leads through cold calling, email outreach, and social media to drive sales growth.
• Identify potential clients' needs and provide tailored solutions using financial products such as mutual funds, insurance, stock market investments, etc.
• Build strong relationships with existing customers to upsell/cross-sell relevant banking services and increase revenue.
• Collaborate with internal teams (e.g., operations) to resolve customer issues and improve overall satisfaction.
• Meet or exceed monthly targets for new business acquisition and retention.

Job description

Roles and Responsibilities

• Generate leads through cold calling, email outreach, and social media to drive sales growth.
• Identify potential clients' needs and provide tailored solutions using financial products such as mutual funds, insurance, stock market investments, etc.
• Build strong relationships with existing customers to upsell/cross-sell relevant banking services and increase revenue.
• Collaborate with internal teams (e.g., operations) to resolve customer issues and improve overall satisfaction.
• Meet or exceed monthly targets for new business acquisition and retention.