Job Description

wats appcv on 9769058944 Sheetal (only wats app -no calls)

Location - Mumbai - Lower Parel

Position:- Wealth Advisory

BroaderRole / Responsibilities:

1. Qualify leads by understanding customer needs and pain points. Conduct outbound

prospecting and inbound lead follow-up via phone, email, and other digital channels.

2. Present products or services clearly and persuasively to potential customers. Maintain

detailed records of interactions and sales activities in the CRM system.

3. Collaborate with marketing and field sales teams to optimize lead generation and

conversion strategies. Achieve or exceed monthly and quarterly sales targets.

4. Handle customer inquiries and provide product information to support the sales

process. Schedule meetings and product demos when necessary.

5. Track and report on sales metrics and adjust strategies to improve performance. Stay

updated on product knowledge, industry trends, and competitor activities.

Requirements

Graduate (Mandatory)
At least 0.6 -3 years working within a Financial 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

Joining Time: ASAP
Knowledge of Equities Market added advantage

Job Type: Permanent

Pay: ₹200,000.00 - ₹550,000.00 per year

Application Question(s):

Are you from BFSI sector? How many years of experience u have on sales?
Experience:

Sales: 1 year (Required)
Work Location: In person