Business Development Executive
2 weeks ago
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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