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Sales Equity Specialist
1 week ago
Equentis group is a leading online non-discretionary equity advisory company in India, established in 2009. We are regulated by the SEBI and backed by a team of professionals with significant experience in financial markets, equity research, and technology.
Job Description
You will help clients build wealth through smart equity investments as a Retail Sales Advisor. Good communication skills are essential for this role. You will need to plan and make new and follow-up calls to meet your targets. Knowing about the equity market and being good at selling is crucial.
Responsibilities:
- Plan the day's work with emphasis on leads to be contacted based on the importance of the sales funnel and size.
- 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 progress with mitigation plans on how to achieve results.
