Relationship Manager

equentis; Mumbai; Vor Ort; INR 300.000 - 600.000; Vollzeit

Zusammenfassung

equentis Wealth Advisory is seeking a proactive Lead Generation & Client Engagement associate in Mumbai. You will plan the day's work with emphasis on prioritizing high-potential leads, identify suitable Wealth Advisory products, and interact with potential customers to drive quality lead conversions.

In this role you will proactively follow up leads assigned by the Wealth Advisory Head, report progress with mitigation plans, and collaborate closely to achieve Wealth Advisory objectives while

Qualifikationen

• Experience in Wealth Advisory environment (0.6–3 years) preferred.
• Fluent in English and Hindi plus another regional language.
• Strong verbal and written communication; accuracy and attention to detail.

Aufgaben

• Plan the day with emphasis on leads to contact based on Wealth Advisory funnel and lead priority.
• Identify fitment of Wealth Advisory products to client goals.
• Interact with potential customers to drive high-quality lead conversions.
• Proactively follow up leads assigned by Wealth Advisory Head and report progress with mitigation plan to achieve results.

Kenntnisse

Fluency in English, Hindi & any one+_

Excellent communication skills

High degree of accuracy

Jobbeschreibung

• Plan the day's work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size
• Identify fitment of Wealth Advisory products matching the client's investing goals
• Interact with potential customers with the emphasis on high quality lead conversions.
• Proactively follow up leads assigned by Wealth Advisory Head and report the progress with mitigation plan on how to achieve the results as well.
• Work closely with the Wealth Advisory Head to achieve Wealth Advisory 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

Requirements

• At least 0.6 -3 years working within a Wealth Advisory environment preferably in a proactive role in a BFSI / Finance / Marketing sector.
• Fluency in English, Hindi & any one regional language
• Excellent communication skills - verbal and written communication skills
• High degree of accuracy
• Willing and able to work extra hours on occasions to complete tasks
• Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month)