E
Equentis Wealth Advisory
Relationship Manager
Skills
CRM
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹300,000 – ₹550,000 / year
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
31 August 2026
What they need
KEY RESPONSIBILITIES
- Qualify leads by understanding customer needs and pain points.
- Conduct outbound prospecting and inbound lead follow-up via phone, email, and digital channels.
- Present products/services effectively and maintain CRM records.
- Acquire new clients through digital leads, referrals, networking, and self-sourcing.
- Collaborate with marketing and pre-sales teams.
- Achieve monthly and quarterly sales targets.
- Handle customer inquiries and schedule meetings/demos.
- Track sales metrics and stay updated with industry trends.
CANDIDATE PROFILE
- 1+ years of experience in any B2C sales / Wealth Advisory / Private Wealth / RM / B2C inside sales.
- Market knowledge and understanding.
- Fluency in English, Hindi, and one regional language.
- Strong communication and client acquisition skills.
- Ownership mindset and ability to manage client relationships.
- Passion for sales and business growth.
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