Wealth Manager

Equentis Wealth Advisory; Hyderabad; On-site; INR 300,000 - 540,000; Full time

Job summary

Equentis Wealth Advisory is seeking a sales professional in Hyderabad with 1–3 years of experience in a proactive telemarketing role within the BFSI/Finance sector. The role requires English and Hindi fluency plus at least one regional language, excellent communication and telephone skills, and the ability to work extra hours when needed.

You will plan daily lead outreach, identify suitable product fit for clients investing goals, and follow up on leads to drive conversions while coordinating

Qualifications

• Graduate (Mandatory).
• 1–3 years in a sales environment, preferably telemarketing in BFSI/Finance.
• Fluency in English, Hindi and any one regional language.
• Excellent communication skills (verbal and written) and telephone skills.
• High degree of accuracy.
• Willing to work extra hours and attend meetings outside normal hours (~1 per month).
• Joining Time: ASAP.

Responsibilities

• Plan the day\'s work with emphasis on leads to be contacted based on the sales funnel and size.
• Identify fitment of sales products matching the clients investing goals.
• Interact with potential customers with emphasis on high quality lead conversions.
• Proactively follow up leads assigned by Sales Head and report the results.
• Work closely with the Sales Head to achieve sales objectives.
• Contribute to the team performance by sharing and implementing Best Practice Ideas.
• Disseminate learnings across teams so that knowledge sharing is encouraged and rewarded.

Skills

English fluency

Hindi fluency

Regional language

Communication skills

Telephone skills

Education

Graduate degree

Job description

Broader Role / Responsibilities

• Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size
• Identify fitment of sales products matching the clients investing goals
• Interact with potential customers with the emphasis on high quality

lead conversions.

• Proactively follow up leads assigned by Sales Head and report the

Practice Ideas. s with mitigation plan on how to achieve the results

• Work closely with the Sales Head to achieve sales 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

• Graduate (Mandatory)
• At least 1-3 years working within a sales environment preferably in

a proactive telemarketing role in a BFSI / Finance sector.

• Fluency in English, Hindi & any one regional language
• Excellent communication skills verbal and written & Excellent telephone 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)
• Joining Time: ASAP (Batch Dates Given)