Equity Sales Advisor
3 days ago
Responsibilities:
Qualify leads by understanding customer needs and pain points.
Conduct outbound prospecting and inbound lead follow-up via phone, email, and other digital channels.
Present products or services clearly and persuasively to potential customers.
Maintain detailed records of interactions and sales activities in the CRM system.
Collaborate with marketing and field sales teams to optimize lead generation and
conversion strategies.
Achieve or exceed monthly and quarterly sales targets.
Handle customer inquiries and provide product information to support the sales
process.
Schedule meetings and product demos when necessary.
Track and report on sales metrics and adjust strategies to improve performance.
Stay updated on product knowledge, industry trends, and competitor activities.
Requirements
* Graduate (Mandatory)
* At least years working within a Financial Advisory environment
preferably in a proactive role in a BFSI / Finance / Marketing sector.
* Fluency in English, Hindi & any one regional language. Excellent
communication skills – verbal and written communication skills
* High degree of accuracy. Willing and able to work extra hours on occasions
to complete tasks
* Joining Time: ASAP
Knowledge of Equities Market added advantage.
Interested candidates please share your CV on
Job Types: Full-time, Permanent
Pay: ₹30, ₹45,000.00 per month
Application Question(s):
- Will you be comfortable doing hardcore sales ?
Work Location: In person
-
Equity Sales Advisor
2 weeks ago
Lower Parel, Mumbai, Maharashtra, India Paramount HR Full timeRetail Wealth Advisory is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with potential customers over connections for most part of his/her day for pitching company’s product/offerings. Since this form...
-
Equity Advisor
1 week ago
Mumbai, Maharashtra, India The hire wings Full time**Position - NRI Advisor (Role Involved advising & dealing (trading) -**Managing the portfolio of the Mapped NRI clients. **(No sales involved)** ** Advising & Dealing Experience**: - on Equity,derivates & option strategy ** Client Handling Experience or Acquisition**: - HNI/Ultra HNI client. - **Aum Size** - currently handing - **Financial product...
-
Equity Advisor
1 week ago
Mumbai, Maharashtra, India The hire wings Full timePosition: Equity Advisor Job Locations: MH-Mumbai Required Experience: 0 - 15 Years Skills : Equity Advisory & BD Manager - Franchisee Biz **Salary**: ₹8,722.35 - ₹44,430.98 per month Schedule: - Day shift **Experience**: - Equity research: 1 year (preferred) Ability to Commute: - Mumbai, Maharashtra (required) Ability to Relocate: - Mumbai,...
-
Equity Advisor
3 days ago
Mumbai, India Onesource Atreus Full timeEquity Advisor Job Description: Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolios, and monitor performance. Strong analytical and communication skills...
-
Equity Advisor
1 week ago
Pune, Maharashtra, India Pune E-Stock Broking Limited Full time**Job Title**: Equity Advisor - Broking **Location**: Pune, Head Office **Job Type**: Full-Time **The Role**: We are seeking a knowledgeable and client-focused Equity Advisor to join our advisory team. The role involves providing professional advice on equity investments to retail and high-net-worth clients, helping them make informed decisions in the...
-
Equity Advisor
4 days ago
Mumbai, Maharashtra, India SBI Securities Full time ₹ 10,00,000 - ₹ 15,00,000 per yearCompany DescriptionSBI Securities, an extension of the renowned SBI legacy, offers a broad range of investment products and services designed to cater to diverse financial goals. Our offerings include equity, derivatives, mutual funds, fixed deposits, bonds, insurance, loans, and Non-Convertible Debentures (NCDs). With our user-friendly trading platform, we...
-
Equity Advisor
1 day ago
Mumbai, India Waays & Solutions Full time**Urgent** **Hiring**: Designation name - Equity advisor. Location - Malad, Mumbai Requirements - Must have an experience of 3 + years into capital / derivative markets. Must have a depth understanding of derivatives especially options shares strategies, micro and macro market Must be a expertise in stock market Must be passionate and aggressive about...
-
Equity Advisor
3 days ago
Santacruz East, Mumbai, Maharashtra, India Almondz Global Securities Limited Full timeJob Opening in NBFC Financial Sector Job Title: Equity Advisor Location: Mumbai Santacruz Job Description: As an Equity Advisor, you will be responsible for providing expert advice and recommendations to clients regarding their equity investments. You will conduct thorough research and analysis of equity markets, sectors, and individual stocks to identify...
-
Wealth Advisor Sales role
3 days ago
Lower Parel, Mumbai, Maharashtra, India Paramount HR Full time ₹ 4,00,000 - ₹ 5,50,000 per yearPosition: Retail Wealth Advisor (SWC/SSWC)Location: BangaloreJoining Time: ASAPOverview:We are looking for dynamic and goal-oriented professionals for our Retail Wealth Advisory team. As a Senior/Wealth Consultant (SWC/SSWC), you will be responsible for helping clients build long-term wealth through disciplined equity investments. This role involves...
-
Equity Advisor
3 weeks ago
Mumbai, India Chola Securities Full timePosition: Equity Advisor- Partner AlliancesLocation: MumbaiExperience: Minimum 1-5 years in a similar roleJob Summary:We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and...