Wealth Advisor

Role Overview: As a Sales Team member at Equentis, your main role will involve planning your workday with a focus on contacting leads based on the importance of the Wealth Advisory funnel and their size. You will be responsible for identifying Wealth Advisory products that align with clients" investment goals and interacting with potential customers to ensure high-quality lead conversions. Additionally, you will need to proactively follow up on leads assigned by the Wealth Advisory Head, providing progress reports and mitigation plans to achieve desired results. Collaboration with the Wealth Advisory Head is essential to meet Wealth Advisory objectives. Your contribution to team performance through sharing and implementing Best Practice Ideas is crucial. Furthermore, sharing learnings and good practices with your team to encourage knowledge sharing and reward success is expected. Key Responsibilities: - Plan your workday focusing on contacting leads based on the importance of the Wealth Advisory funnel and their size - Identify Wealth Advisory products that align with clients" investment goals - Interact with potential customers to ensure high-quality lead conversions - Proactively follow up on leads assigned by the Wealth Advisory Head - Provide progress reports and mitigation plans to achieve desired results - Collaborate with the Wealth Advisory Head to meet Wealth Advisory objectives - Share and implement Best Practice Ideas to contribute to team performance - Share learnings and good practices with your team to encourage knowledge sharing and reward success Qualifications: - Graduate/MBA/PGDM Required Skills: - Graduate (Mandatory) - 0.6 - 3 years of experience working in a Wealth Advisory environment, preferably in a proactive role within the BFSI/Finance/Marketing sector Location: Lower Parel, Mumbai,