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Equentis Wealth Advisory
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Financial Advisor

Financial Advisor

Equentis Wealth Advisory

1 - 6 years

|

3 - 6 Lacs

mumbai navi mumbai mumbai (all areas)

Posted:1 day ago| Platform:

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Skills Required

sales upselling bde b2c sales telesales cross sales phone banking inside sales bdm cross selling vrm hni sales outbound sales target achivement client acquistion digital sales rm bpo sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

Generate leads through outbound calling, email campaigns, and social media platforms to acquire new clients.
Convert leads into paying customers by providing personalized financial solutions and services.
Meet or exceed monthly targets for client acquisition, retention, and cross-selling opportunities.
Develop strong relationships with existing clients to increase repeat business and referrals.

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Equentis Wealth Advisory

Financial Services

Mumbai

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