TA - Associate at Equentis
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Equentis - Inside Sales Specialist (0-8 yrs)
Key Roles/Responsibilities :
- Plan the day's work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size
- Identify fitment of Wealth Advisory 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 Wealth Advisory Head and report the progress with mitigation plan on how to achieve the results as well.
- Work closely with the Wealth Advisory Head to achieve Wealth Advisory 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
