Senior Wealth Advisory Sales Executive

2 weeks ago


Mumbai, Maharashtra, India equentis Full time

We are seeking a highly motivated and results-driven Senior Wealth Advisory Sales Executive to join our team at Equentis in Lower Parel, Mumbai. The ideal candidate will have a strong background in sales with a proven track record of success in the wealth advisory sector.

Key Responsibilities:

  • Develop and execute a daily work plan that prioritizes lead contacts based on the importance and size of the Wealth Advisory funnel.
  • Identify suitable Wealth Advisory products that align with clients' investment goals and objectives.
  • Cultivate high-quality lead conversions through effective interaction with potential customers.
  • Maintain regular communication with the Wealth Advisory Head to stay informed about progress and discuss mitigation strategies for achieving desired results.

Requirements:

  • A Graduate degree or higher in any field (MBA/PGDM preferred).
  • At least 0.6-3 years of experience working in a proactive role within a Wealth Advisory environment in the BFSI/Finance/Marketing sector.

The selected candidate can expect a competitive salary ranging from ₹8 lakhs to ₹18 lakhs per annum, commensurate with their level of experience and qualifications.

Become an integral part of our dynamic team at Equentis and contribute to driving business growth while enhancing your skills and knowledge.



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