Wealth Management Advisor
3 days ago
Company Profile:
As part of the Equentis group, we've been at the forefront of the investment world, with a primary focus on the Indian equity markets since 2009. Over a decade later, we're proud to have established India's first online non-discretionary equity advisory company, offering tailored research reports. Regulated by SEBI, our passionate team of professionals brings deep expertise in financial markets, equity research, and technology.
Location
– Mumbai – Lower Parel/ Bangalore
Position:
– Wealth Advisory
Roles and Responsibilities:
Qualify leads by understanding customer needs and pain points. Conduct outbound prospecting and inbound lead follow-up via phone, email, and other digital channels.
Present products or services clearly and persuasively to potential customers. Maintain detailed records of interactions and sales activities in the CRM system.
Collaborate with marketing and field sales teams to optimize lead generation and conversion strategies. Achieve or exceed monthly and quarterly sales targets.
Handle customer inquiries and provide product information to support the sales process. Schedule meetings and product demos when necessary.
Track and report on sales metrics and adjust strategies to improve performance. Stay updated on product knowledge, industry trends, and competitor activities.
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