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3.4

based on 54 Reviews

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21 Equentis Wealth Advisory Services Jobs

Inside Sales Specialist

1-6 years

₹ 2 - 5L/yr

Mumbai

50 vacancies

Inside Sales Specialist

Equentis Wealth Advisory Services

posted 10d ago

Job Description

Company Profile: As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built

Indias first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a passionate team of professionals having significant experience in financial markets, equity research and technology.

JOB DESCRIPTION:

Retail Sales Role - Wealth Advisor Position: Retail Sales Advisor

Location: Lower Parel

Working Days: Monday to Friday (4th and 5th Saturdays are working)

Working Hours: 8.5-hour shift (Login between 9 AM - 10:30 AM, Log-out between 5:30 PM -7:30 PM)

Role Overview:

As a Retail Sales Advisor, you will help clients build wealth through smart equity investments. You will spend most of your day talking to potential customers on the phone,selling our products. Good communication skills are essential. You will need to plan and make new and follow-up calls to meet your targets. Knowing about the equity market andbeing good at selling is crucial.

Responsibilities:

  • Plan the day’s 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

To apply: Send your resume to abdul.shaikh@equentis.com with the subject line “Equentis - Wealth Advisory Application.” Or contact us at 8097026158.


Employment Type: Full Time, Permanent

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What Equentis Wealth Advisory Services employees are saying about work life

based on 54 employees
56%
45%
72%
100%
Strict timing
Alternate Saturday off
No travel
Day Shift
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Equentis Wealth Advisory Services Benefits

Job Training
Team Outings
Work From Home
Soft Skill Training
Education Assistance
Cafeteria +6 more
View more benefits

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