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Wealth Counsellor

2 months ago

Mumbai, India Team Geek Solutions Full time

🚀 We’re Hiring Join Equentis as a Wealth Counsellor 🚀


Company: Equentis

Position: Wealth Counsellor

Location: Lower Parel, Mumbai

Type: Full-time


Are you a skilled sales professional with a passion for finance and the stock market? Join our team at Equentis and help customers make informed financial decisions


Key Responsibilities:

  • Identify customer needs and provide tailored financial solutions.
  • Present products and services to customers both in-person and online.
  • Answer customer questions and close sales efficiently.
  • Maintain strong relationships with customers through regular follow-ups.
  • Collaborate with the team to achieve business goals.


What We’re Looking For:

  • 3-5 years of experience in sales.
  • Excellent communication and interpersonal skills.
  • Strong knowledge of the markets and financial products.
  • Ability to work independently and as part of a team.
  • Degree certificate in a relevant field.


Why Join Us?:

  • Work in a dynamic and fast-paced environment.
  • Opportunity to grow your career in the finance sector.
  • Be part of a collaborative and supportive team.


If you have a knack for sales and a passion for helping people achieve their financial goals, we want to hear from you