Associate Director
Equentis Wealth Advisory Services Pvt Ltd · Mumbai · onsite · Posted 35d ago
₹1.0L - ₹5.5L PA1–6 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
- Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size
- • Identify fitment of sales products matching the client’s investing goals
- • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well.
- • Work closely with the Sales Head to achieve sales 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
Sourced from naukri
Skills
Insurance SalesConsultative Salesconcept sellingClient RetentionDirect SalesUlipClient AcquisitionSalesRenewalsUpsellB2C Sales
About Equentis Wealth Advisory Services
Equentis Wealth Advisory Services Pvt Ltd
Financial Services
530
employees
2009
17 years old
Mumbai, Maharashtra
India
₹7.1L PA avg
Avg at Equentis Wealth Advisory Services
₹1L – ₹5.5L PA
This role
About
Equentis Wealth Advisory offers non-discretionary equity investment guidance and research, addressing investor challenges of fear and greed in the equity market.
Industries
Financial Services
Employee ratings
10 reviews
3.1/ 5
Culture
2.0
Career growth
1.8
Work-life
2.0
Employees rate it well for
Compensation & Benefits32Skill Development32
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