Relationship Manager

Equentis Wealth Advisory; Navi Mumbai; On-site; INR 350,000 - 600,000; Full time

Job summary

Equentis Wealth Advisory in Navi Mumbai is seeking an energetic Inside Sales professional to qualify leads, prospect new clients, and drive wealth product adoption. You will engage via phone, email, and digital channels, maintain CRM records, and collaborate with marketing and pre-sales teams to meet targets.

The ideal candidate has 1+ year(s) of B2C sales experience, strong communication skills, and fluency in English and Hindi along with a regional language.

Qualifications

• 1+ years of experience in B2C sales / Wealth Advisory / Private Wealth / RM / B2C inside sales.
• Fluency in English, Hindi, and one regional language.
• Market knowledge and understanding of wealth products.

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

B2C sales

Communication skills

Multilingual English/Hindi

Client acquisition

Tools

CRM tools

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.