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Financial Advisor

1 week ago

Mumbai, Maharashtra, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full time
About the Role:
Equentis Wealth Advisory Services Private Limited is seeking a Financial Advisor to join our team. As a key member of our sales team, you will be responsible for selling and promoting our company's offerings to potential clients. The ideal candidate will have excellent communication skills, both verbal and written, as well as high telephone skills. Fluency in English is mandatory, with proficiency in Hindi, Tamil, and Telugu being an added advantage.

Key Responsibilities:
  • Plan daily work, focusing on lead contact basis importance and size
  • Identify suitable sales products matching client investment goals
  • Interact with potential customers to emphasize high-quality lead conversions
  • Proactively follow up assigned leads, reporting progress and mitigation plans
  • Work closely with the Sales Head to achieve sales objectives
  • Contribute to team performance by sharing best practices

Required Skills:
  • At least 0-3 years of experience in a sales environment, preferably in proactive telemarketing roles within the BFSI/Finance sector
  • Fluency in English, with additional language proficiency in Hindi, Tamil, and Telugu advantageous
  • Excellent communication and telephone skills
  • High degree of accuracy

What We Offer:
  • Competitive salary: ₹3 LPA to ₹5.5 LPA
  • ₹4 Lac Incentive
  • Opportunity to work from office
  • 5 days working week (with 4th and 5th Saturday included)