Relationship Manager

Equentis Wealth Advisory; Hyderabad; On-site; INR 400,000 - 800,000; Full time

Job summary

Equentis Wealth Advisory in Hyderabad, India seeks an energetic B2C sales professional to qualify leads, prospect, and convert opportunities. You will engage via calls, emails, and digital channels, while collaborating with marketing and pre-sales teams to drive client growth.

The role emphasizes relationship management, cross-channel outreach, and consistent achievement of sales targets within a wealth advisory context.

Qualifications

• 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.

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

Market knowledge

English fluency

Hindi fluency

Regional language knowledge

Client acquisition

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.