Equity Advisor -Sales

Roles and Responsibilities

• Generate leads through outbound calls, emails, and social media platforms to drive business growth.
  
• Develop new client relationships by identifying their financial goals and providing tailored investment solutions.
  
• Meet or exceed monthly sales targets through effective time management and prioritization.
  
• Utilize BPO services to manage existing client portfolios, ensuring high levels of customer satisfaction.
  

Desired Candidate Profile

• 1-6 years of experience in equity advisory, inside sales, or related fields (B2C sales).
  
• Strong understanding of B2C sales principles and practices.
  
• Excellent communication skills for effective lead generation and relationship building.
  
• Ability to work independently with minimal supervision while meeting deadlines.