Senior Sales Executive
Equentis Wealth Advisory Services LimitedFixed
₹30,000 - ₹45,000
Earning Potential
₹45,000
Fixed
₹30,000 - ₹45,000
Earning Potential
₹45,000
Work from Office
Full Time
Min. 1 year
Good (Intermediate / Advanced) EnglishJob highlights
Fast HR reply
HR responded to 100% candidates in last 1 days
2 applicants
Benefits include: Overtime Pay, Joining Bonus, Annual Bonus, PF, Travel Allowance (TA), Mobile Allowance, Internet Allowance, Flexible Working Hours, Laptop, Health Insurance, ESI (ESIC), Food/Meals, 5 working days
Job Description
- Key ResponsibilitiesAcquire new retail clients through digital leads, referrals, networking, and self-generated business.
- Understand customer financial goals, investment objectives, and risk appetite.
- Promote and sell Equentis Equity Subscription Plans and other wealth advisory solutions.
- Qualify leads through outbound calling and follow-up on inbound inquiries via phone, email, and digital platforms.
- Build and maintain long-term relationships with clients by providing exceptional financial advisory services.
- Maintain accurate client information, interactions, and sales activities in the CRM system.
- Collaborate with marketing and pre-sales teams to maximize lead generation and conversion.
- Schedule client meetings, virtual consultations, and product demonstrations whenever required.
- Achieve and exceed monthly, quarterly, and annual revenue targets.
- Ensure high customer satisfaction through timely service and regular portfolio discussions.
- Stay updated on financial markets, investment products, and industry trends.
- Adhere to all company policies and regulatory compliance standards.
Job role
Job requirements
About company
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The candidate should have studied 12th Pass and people who have 1 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly.
The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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