Relationship Manager

Equentis Wealth Advisory; Dadri, Mumbai; On-site; INR 350,000 - 650,000; Full time

Job summary

Equentis Wealth Advisory seeks an energetic Inside Sales professional in India to qualify leads, conduct outbound prospecting, and follow up on inbound inquiries. You will present wealth products, maintain CRM records, and collaborate with marketing and pre-sales to acquire new clients.

The role targets consistent achievement of monthly and quarterly sales goals, handling inquiries, and scheduling meetings/demos.

Qualifications

• 1+ years of experience in B2C sales / Wealth Advisory / Private Wealth / RM / B2C inside sales.
• Fluency in English, Hindi, and one regional language.
• Strong communication and client acquisition skills.

Responsibilities

• Qualify leads by understanding customer needs and pain points.
• Conduct outbound prospecting and inbound lead follow-up via phone, email, and digital channels.
• Present products/services effectively and maintain CRM records.
• Acquire new clients through digital leads, referrals, networking, and self-sourcing.
• Collaborate with marketing and pre-sales teams.
• Achieve monthly and quarterly sales targets.
• Handle customer inquiries and schedule meetings/demos.
• Track sales metrics and stay updated with industry trends.

Skills

Communication skills

Client acquisition

Market knowledge

Ownership mindset

Sales passion

Job description

KEY RESPONSIBILITIES

• Qualify leads by understanding customer needs and pain points.
• Conduct outbound prospecting and inbound lead follow-up via phone, email, and digital channels.
• Present products/services effectively and maintain CRM records.
• Acquire new clients through digital leads, referrals, networking, and self-sourcing.
• Collaborate with marketing and pre-sales teams.
• Achieve monthly and quarterly sales targets.
• Handle customer inquiries and schedule meetings/demos.
• Track sales metrics and stay updated with industry trends.

CANDIDATE PROFILE

• 1+ years of experience in any B2C sales / Wealth Advisory / Private Wealth / RM / B2C inside sales.
• Market knowledge and understanding.
• Fluency in English, Hindi, and one regional language.
• Strong communication and client acquisition skills.
• Ownership mindset and ability to manage client relationships.
• Passion for sales and business growth.