Wealth Advisor

8 hours ago

Mumbai, Maharashtra, India Equentis Wealth Advisory Full time ₹ 3,00,000 - ₹ 5,50,000 per year

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 - 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

RoleOverview: 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 the 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 teams so that the knowledge sharing is encouraged and rewarded likewise

To apply: Send your resume to with the subject line "Equentis - Wealth Advisory Application." Or contact us at

Job Type: Full-time

Pay: ₹300, ₹550,000.00 per year

Benefits:

  • Cell phone reimbursement
  • Health insurance
  • Life insurance
  • Provident Fund

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