A Naukri Group company
लॉगिनहायर लोकल स्टाफ
A Naukri Group companyलॉगिनहायर लोकल स्टाफ
20,000 - 40,000 /महीना
Equentis Wealth Advisory Services Limited
निचला पेरल, मुंबई
टेलीसेल्स / टेलीमार्केटिंग में 1 - 6 वर्षो का अनुभव
फुल टाइम
Company name – Equentis Wealth Advisory Services LTD
Website: www.equentis.com
Location: Lower Parel, Mumbai
About Equentis
Equentis Wealth Advisory Services is a wealth management company that helps clients make informed investment decisions. The company offers solutions such as Investment Advisory, PMS, AIFs, Equities and other wealth products.
Position: Wealth Advisor
Job Details
Working Hours: Any 9 hours between 9:00 AM to 7:00 PM
Week Off: Saturday & Sunday
Note: Last Saturday of every month will be a working day.
Key Responsibilities
Generate and follow up with potential clients.
Understand client requirements and suggest suitable investment solutions.
Explain financial products and services to clients.
Acquire new clients through leads, referrals and networking.
Maintain client records and update CRM.
Achieve monthly and quarterly sales targets.
Build and maintain strong client relationships.
Requirements
Minimum 1 year experience any sales.
Relationship Management or B2C Inside Sales.
Good understanding of financial products/markets.
Excellent communication and client-handling skills.
Fluent in English and Hindi .
Target-oriented and self-motivated.
Best Regards,
Equentis HR Team
