equentis | Business Development Executive | mumbai

2 weeks ago


mumbai, India equentis Full time

About the Company



Join Our Sales Team at Equentis



About the Role



A short paragraph summarizing the key role responsibilities.



Responsibilities



  • 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


Qualifications



Graduate/MBA/PGDM



Required Skills



  • Graduate (Mandatory)
  • At least 0.6 -3 years working within a Wealth Advisory environment preferably in a proactive role in a BFSI / Finance / Marketing sector.


Location - Lower Parel, Mumbai



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