Wealth Advisor

1 week ago

Mumbai Maharashtra, India Infospire IT Solutions Private Limited Full time

**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 India’s 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 - WealthAdvisor**

**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 9AM - 10:30AM, 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 and being 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

Pay: ₹28,000.00 - ₹45,000.00 per month

**Benefits**:

- Health insurance
- Life insurance
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

Application Question(s):

- Comfortable working from Lower Parel Office?

**Experience**:

- Inside sales: 1 year (preferred)

Work Location: In person

Application Deadline: 07/02/2025
Expected Start Date: 08/02/2025

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