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Walkin Drive For Wealth Advisor-Retail

Walkin Drive For Wealth Advisor-Retail

Equentis Wealth Advisory

1 - 6 years

2 - 6 Lacs

Bengaluru

Posted:Just now| Platform:

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Skills Required

Sales Cold calling Banking sales B2C HNI Sales Outbound process Telesales Mutual Funds Sales Inside Sales Subscription sales Equity sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities • Plan the days 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 clients 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 Preferred candidate profile • 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. • Fluency in English, Hindi & any one regional language • Excellent communication skills – verbal and written communication skills • High degree of accuracy • Willing and able to work extra hours on occasions to complete tasks • Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month) • Joining Time: ASAP

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Equentis Wealth Advisory

www.equentis.com

Financial Services

Mumbai

51-200 Employees

7 Jobs

Key People

Sanjay Khosla

Founder & CEO
Priya Gupta

Chief Financial Officer
Ankit Verma

Chief Investment Officer

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Walkin Drive For Wealth Advisor-Retail