Equity Advisor

1-6 years
229999 - 500000 INR
4 days ago 55 Applied
Job Description

Job Responsibilities
Plan the day's work with an emphasis on leads to be contacted basis the
importance of the sales funnel and
Identify fitment of sales products matching the clients investing goals
Interact with potential customers with an emphasis on high-quality
lead conversions.
Proactively follow up on leads assigned by the Sales Head and report the
progress with a mitigation plan to achieve the results as well.
Work closely with the Sales Head to achieve sales objectives.
Contribute to the team's performance by sharing and implementing the Best
Practice Ideas.
Disseminate the learnings/ good practices across the team(s) so that the
knowledge sharing is encouraged and rewarded likewise

Graduate (Mandatory)
At least 1-3 years working within a sales environment preferably in
a proactive telemarketing role in a BFSI / Finance sector.

Fluency in English, Hindi & any one regional language
Excellent communication skills verbal and written & Excellent
telephone skills

A high degree of accuracy
Willing and able to work extra hours on occasion to complete tasks
Willing and able to attend company meetings that take place outside
of normal working hours (approx. one per month)


email me at: [Confidential Information]



Investment Advisor
Wealth Advisor
Wealth Relationship Manager


Bachelor of Arts (B.A)
Bachelor of Architecture (B.Arch)
Bachelor of Business Administration (B.B.A)
Bachelor Of Computer Application (B.C.A)
Bachelor of Commerce (B.Com)
Bachelor Of Technology (B.Tech/B.E)
Bachelor of Education (B.Ed)
Chartered Accountancy (C.A)
12th Class (XII)

Megha 6265771251

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