NERVE CELL - ROLE PROFILE Job Title : Counsellor/ Sr. Counsellor - Nerve Cell Department : Nerve Cell Reports to (Job Title): Business Excellence - Bangalore Major Accountabilities The Nerve Cell identifies key topics for Ask-The-Expert (ATE) sessions, with at least two sessions before the Sales team presents to new, inexperienced clients. Additionally, the Nerve Cell provides support for issues like portfolio updates, dashboard access, and customer service difficulties, offering clients a personalized experience with a dedicated specialist who handles both market-related and operational concerns. The Nerve Cell is responsible for creating the 'Client Investor Profile,' which guides the strategic exchange of client information with the PMP Sales Counselor. This exchange covers the client's profile, investment behavior, capacity to invest, potential for higher-level services, and preferences during calls, ensuring a more tailored and effective client experience. Expectations & Skills: Clearly communicates and lives the company's missions and values Establishes accurate plans with clear, reasonable, and appropriate objectives, action steps, and priorities Provides thought leadership to shape future decisions Adapts to changing objectives and priorities Quality: As per KPIs and qualitative feedback from the clients Operational efficiency: Ensure optimal resource utilization Innovation: Ability to find creative ways to build client base and grow Values and behaviors: in line with standards of Research and Ranking Presentable and capability of dealing with Premium/ HNI clients Candidates from the background of Investment Banking, Banking, Financial sector, Client engagement in terms of financial products
Role - HR Business Partner Company profile: A fast growing SEBI registered Fintech with 1Mn+ registered users on the path to becoming a unicorn by 2024. With a team size of 300+ and growing, centres across Mumbai, Delhi, Bangalore & Pune we are ramping up aggressively for the exciting next phase of growth. Responsibilities The role is a strategic partner and oversees all aspects of People Operations, Insights and HR Technology across the business globally. This role will play a critical part in a wide range of initiatives, ultimately benefiting the employee experience, whilst consequently supporting the success and growth of the business. The Individual will work very closely with numerous stakeholders across the organization as they continue to drive scale across the business. Function as a strategic business advisor to the executive/senior management of each business unit or specialty group regarding key organizational and management issues. Work with the company's executive management team to establish a sound plan of management succession that corresponds to the strategy and objectives of the company. Develop comprehensive strategic recruiting and retention plans to meet the human capital needs of strategic goals. Develop and implement comprehensive compensation and benefits plans that are competitive and cost-effective. Provide overall leadership and guidance to the HR function by overseeing talent acquisition, career development, succession planning, retention, training, leadership development, compensation and benefits globally. Establish and implement HR efforts that effectively communicate and support the company's mission and strategic vision. Develop HR plans and strategies to support the achievement of the overall business operations objectives. Establish and improve upon existing hiring metrics and KPIs Qualifications Should have a CORE HRBP experience only Tier 2 collage MBA or engineer is required from the education standpoint Good in Data, Excel & Presentation skills Should have scaled up the business from x to 3x HC and stabilizes the business in terms of designing Policy, process & executing to the last mile. HC span managed to be more than 500+ Strategic HR Intervention like PMS, Succession Planning, Talent Management, Automation implemented to scaled the business needs Notice period – ASAP
Country: India ROLE PROFILE General Job Title Premium Membership Program- Associate/ Sr. Associate Department PREMIUM MEMBERSHIP PROGRAM (PMP) Reports to (Job Title): Head PMP- Bangalore Job Purpose Provide the much-needed guidance to the existing annual Clients of 5 in 5 Strategy, Mispriced opportunities & Combo services so that they upgrade themselves to the premium range of a service like Premium Membership Program Subscription. Ensure that the renewals of the subscriptions are done in time before the expiry day of the existing clients. Major Accountabilities Forms a part with the successful Premium Membership Program team based out of Bangalore to manage existing subscribers renewals and upgrades to LONG TERM subscriptions. Drives clarity for the clients with a fair understanding of the benefits of the premium services like LONG TERM subscription Manages a set of annual clients and keeps the connect strong for future upgrades to other services such as Dhawaan/ TTO and Secrets Ensures all compliance norms are met from a SEBI disclosure standpoint Ensure exemplary communication with all stakeholders to update the progress made on conversions and accounts maintained till date Identifies and resolves all operational recommendations/solutions Works cohesively with other teams and forms an important bond with other centers spread across issues clearly articulating the potential India Is proactive in planning; anticipating change and acting in accordance; drive meticulous implementation of goals and metrics. Establishes, vigorously monitors and reports KPIs & takes proactive action to continuously strive for improvements. Key Performance Indicators Clearly communicates and lives the companys missions and values Establishes accurate plans with clear, reasonable, and appropriate objectives, action steps, and priorities Provides thought leadership to shape future decisions Adapts to changing objectives and priorities Continually measures outputs, capability, and success criteria Quality: As per KPIs and qualitative feedback from the clients Operational efficiency: Ensure optimal resource utilization Innovation: Ability to find creative ways to build client base and grow Values and behaviors: in line with standards of Research and Ranking MBA + Graduate/Postgraduate in Financial and Other allied sectors. Other degrees may also be evaluated for fit. Education (minimum/desirable) Experience Consider if you are fresh out of the college with no strings attached and open to building a fast-paced career. Can consider candidates from prior experience in Sales / BD / Customer support function but other industries like Hospitality, Aviation, Media, etc. Presentable and capability of dealing with Premium/ HNI clients Past work (if applicable) reflects a track record of sales/ customer service excellence in financial products space Familiarity with quality KPIs and operational issues/management Whats on Offer Remuneration and Perks One of the best in industry pay grades. Incentives that are truly jaw dropping Opportunity to become a shareholder in the company and grow with one of Indias fastest and best in class Equity advisory organizations.
NERVE CELL - ROLE PROFILE General Job Title : Counsellor/ Sr. Counsellor - Nerve Cell Department : Nerve Cell Reports to (Job Title): Business Excellence - Bangalore Major Accountabilities A team of Market Specialists with advanced skills plays an integral role in preparing the client for what to expect as an integral aspect of becoming a well-rounded investor. The client is swiftly briefed on the ongoing developments in the markets, whether they are favorable or less favorable. The discussions also delve deeply into matters related to portfolio performance and any particular recommended stock that appears to be a vulnerability in the client's portfolio. The Nerve Cell introduces topics that should be discussed during Ask-The-Expert (ATE) sessions, with a minimum of two sessions occurring prior to the initial presentation of the PMP Sales team to a new, inexperienced client. The Nerve Cell also serves as a support system for clients experiencing problems related to portfolio updates, dashboard access, and difficulties in reaching customer service. The Nerve Cell provides a remarkable experience that the client had never envisioned before, where a single specialist takes care of their portfolio, market-related matters, and operational concerns. The Nerve Cell is responsible for shaping the 'Client Investor Profile.' (Client Profiling) The handshake between the Nerve Cell and the PMP Sales Counselor (Sales team) involves a strategic exchange of information on the client's profile, investment behavior, capacity to invest, potential for upgrading to higher-level services (affordability), key conversational do's and don'ts, and what resonates positively with the client during calls. This exchange is both insightful and impactful. Expectations & Skills: Clearly communicates and lives the companys missions and values Establishes accurate plans with clear, reasonable, and appropriate objectives, action steps, and priorities Provides thought leadership to shape future decisions Adapts to changing objectives and priorities Quality: As per KPIs and qualitative feedback from the clients Operational efficiency: Ensure optimal resource utilization Innovation: Ability to find creative ways to build client base and grow Values and behaviors: in line with standards of Research and Ranking Presentable and capability of dealing with Premium/ HNI clients Candidates from the background of Investment Banking, Banking, Financial sector, Client engagement in terms of financial products
Role & responsibilities • Plan the days work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size • Identify fitment of Wealth Advisory products matching the clients investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Wealth Advisory Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Wealth Advisory Head to achieve Wealth Advisory 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 Preferred candidate profile • Graduate (Mandatory) • At least 0.6 -3 years working within a Wealth 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 • Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month) • Joining Time: ASAP
Job Title: Customer Service Associate Company profile: A fast growing SEBI registered Fintech with 1Mn+ registered users on the path to becoming a unicorn in the next 2-3 years. With a team size of 550 and growing centers across Mumbai, Noida & Bangalore we are ramping up aggressively for the exciting next phase of growth. Job Summary: We are looking for a highly motivated and customer-focused individual to join our team as a Customer Service Associate. The ideal candidate will be responsible for contacting customers on a daily basis, providing accurate portfolio updates, handling escalation calls, and ensuring a high level of customer satisfaction. A strong knowledge of equity markets is required for this role. Key Responsibilities: Make outbound calls to customers daily to provide portfolio updates, answer queries, and ensure they are well-informed about their investments. Assist customers with any concerns related to their investments, ensuring a seamless experience. Handle escalation calls and manage any complex customer issues in a calm and professional manner. Provide accurate and timely information on portfolio performance, stock movements, and market trends. Record customer interactions and transactions in the CRM system accurately. Stay up-to-date with market developments and share relevant information with clients. Offer proactive solutions to improve customer satisfaction and address their concerns. Collaborate with other departments to resolve issues and ensure the smooth running of operations. Maintain confidentiality and ensure compliance with regulatory standards in handling customer information. Work towards meeting or exceeding performance goals, including customer satisfaction, response time, resolution metrics, number of daily calls and calling hours. Requirements: Proven experience in customer service or a similar role. Strong knowledge of equity markets. Excellent communication and interpersonal skills. Ability to handle escalation calls and resolve complex issues efficiently. Strong problem-solving skills and attention to detail. Ability to work independently and as part of a team. Comfortable working in a fast-paced environment and managing multiple tasks. A customer-centric approach with a focus on delivering an exceptional customer experience. Basic understanding of CRM software and other customer service tools. Location: Lower Parel, Mumbai Working days- Monday to Friday+Last Saturday working only
Bangalore JOB DESCRIPTION: Retail Sales Role - WealthAdvisor Position: Retail Sales Advisor Location: BangloreRole 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 andbeing good at selling is crucial. Responsibilities: • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients 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 To apply: Send your resume to abdul.shaikh@equentis.com with the subject line “Equentis - Wealth Advisory Application.” Or contact us at 8097026158
Location: Bangalore Position: PMS Sales Manager Broader Role / Responsibilities: Acquisition of Wealth Clients PMS Sales: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or F2F Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory High ticket Sales with exposure to HNI client management. 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above. Advisory and Relationship Management 6. Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. 7. Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8. To coordinate with product and research team for taking investment decision for the clients. Candidate 9. Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job. 10. Candidates having experience in PMS Sales and meeting clints F2F on ground. 11. Impeccable sales skills to handle HNI clients and PMS. 12. Good Sales negotiator and able to close high ticket sales. 13. Good knowledge of Equity Markets and other Investment assets. 14. Mandatory certification required: NISM XA & XB.
Key Responsibilities: 1. Administrative Oversight: Develop and implement administrative policies and procedures. Monitor administrative projects and ensure timely completion. Oversee facilities management and maintenance. 2. Staff Supervision: Lead and manage the administrative team. Conduct regular performance reviews and provide feedback. Foster a positive and collaborative work environment. 3. Budget Management: Develop and manage the administrative budget. Monitor expenses and suggest cost-saving initiatives. Ensure compliance with financial policies and procedures. 4. Communication and Coordination: Serve as the primary point of contact for internal and external stakeholders on administrative matters. Coordinate with other departments to ensure smooth business operations. Prepare regular reports and presentations on administrative metrics and KPIs. 5. Compliance and Risk Management: Ensure compliance with relevant laws, regulations, and policies. Develop and implement risk management strategies. Maintain records and documentation in accordance with organizational requirements. 6. Company Expansion: Support company growth and expansion initiatives through effective administrative strategies. Coordinate administrative support for new projects, offices, or business ventures. Collaborate with other departments to facilitate seamless expansion activities. Required Qualifications: • Bachelors degree. • Proven experience as an Administration Manager, Administrative Services Manager, or similar role. • Strong leadership and management skills with the ability to motivate and guide a team. • Excellent organizational and multitasking abilities. • Sound knowledge of office procedures and operations management. • Proficiency in MS Office and other relevant software. • Excellent verbal and written communication skills.
Title : Assistant Manager - Operations Location : Mumbai Reports To : Associate Vice President About us: Established in 2016, Equentis Wealth Advisory is a SEBI registered investment advisor dedicated to providing innovative and comprehensive financial solutions. Our commitment to excellence and customer satisfaction has positioned us as a trusted partner in the financial industry. We are currently seeking a dynamic and experienced General Manager to lead our Customer Support team. Equentis has over 400+ employees, three offices in Mumbai, Delhi, Bengaluru and over 40,000+ clients across geographies. Website: https://www.researchandranking.com/ Position Overview: As the Assistant Manager of Customer Support, you will play a crucial role in ensuring the highest level of customer satisfaction by resolving the clients queries within specified times. The ideal candidate will have a strong background in customer service and a deep understanding of the stock market. Broader Role / Direct Responsibilities: Handling the daily operations of the customer support team to ensure prompt and effective resolution of customer inquiries and issues received through emails and phone calls. Develop and implement strategies to enhance customer satisfaction and loyalty Capable of resolving escalated queries Hands on experience of handling SEBI/Exchange related queries/inspection/audit Continuously evaluate and optimize customer support processes to improve efficiency and effectiveness Coordinating with internal teams to ensure timely and accurate responses to client inquiries, requests, and complaints. Collaborate with cross-functional teams to implement improvements and ensure seamless communication MIS Reporting Qualifications & Skills Required : •Bachelors degree in business, Finance, or a related field/Postgraduate (MBA in Finance is preferable) •Minimum of 3-5 years of experience of working with a SEBI registered intermediary such as, Stock Broker, Investment Advisor, Portfolio Manager Service •NISM Certification (Series XA and XB) is preferred •Excellent organizational and time-management skills •Strong analytical and problem-solving skills •Ability to work Individually and in a team environment
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 Indias 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: 2nd Floor, Attic Moneta, 612, 80 Feet Road, Koramangala 4th Block, Above Yes Bank, Bengaluru, Karnataka 560034 Map Link: https://maps.app.goo.gl/q2cRq5vvm62gxq1g8 Working Days: Monday to Friday (4th and 5th Saturdays are working) Working Hours: 8.5-hour shift (Login between 9 AM - 10:30 AM, Log-out between 5:30 PM -7:30 PM) 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 andbeing good at selling is crucial. Responsibilities: Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size Identify fitment of sales products matching the clients 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 To apply: Send your resume to abdul.shaikh@equentis.com with the subject line Equentis - Wealth Advisory Application. Or contact us at 8097026158.
Location: Bangalore Position: Wealth Advisor Broader Role / Responsibilities: Acquisition of Wealth Clients : 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or F2F Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory High ticket Sales with exposure to HNI client management. 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above. Advisory and Relationship Management 6. Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. 7. Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8. To coordinate with product and research team for taking investment decision for the clients. Candidate 9. Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job. 10. Candidates having experience in PMS Sales and meeting clints F2F on ground. 11. Impeccable sales skills to handle HNI clients and PMS. 12. Good Sales negotiator and able to close high ticket sales. 13. Good knowledge of Equity Markets and other Investment assets.
Title: Sales Wealth Counsellor (Pullback) Reports To: Senior Manager Renewals / Pullback Summary Sales Wealth Counsellor (Pullback) is a person who is bestowed with the responsibility of wealth creation using disciplined ways of investing in equities of existing clients who have discontinued our services for some reason. She/he is responsible to interact with existing customers for renewing or upgrading their subscription in order to continue their association with the company for long term. The role demands aggressive character, unique selling techniques, clever persuading skills and a thorough understanding of the company's offerings. Company profile: A fast-growing SEBI registered Fintech with 1 Mn+ registered users on the path to becoming a unicorn by 2024. With a team size of 500+ and growing, centres across Delhi, Mumbai, Bangalore & Pune we are ramping up aggressively for the exciting next phase of growth. Website : https://www.equentis.com/ Broader Role/Responsibilities : Reactivate expired clients by renewing their subscription through our products offerings in line with their investment goals Probe, Identify and Create opportunities by interacting with existing customers with the emphasis on our product offerings and highlight the importance of wealth creation in the long term Proactively follow-up, build client relationship and Reactivate expired leads who have lost association with equentis. Reach maximum clients each day and rebuild healthy business relationship with them to rebuild confidence and ensure continuity Making minimum 100 to 120 calls per day and deliver Talk-Talk time as per business productivity benchmark and standards Consistently maintain the Conversion Rate % at the expected standards by Reactivating the expired subscribers • Deliver Daily productivity and Conversion goal as per the business requirements (KPI) Requirements Graduate (Mandatory) At least 2-3 years working in Hardcore Sales profile, Collections Background, Finance Sales, Product cross sell/up-sell experience from Telemarketing/Tele-calling in BPO will be considered Sales Experience in Equity/ BFSI / Finance sector will be added advantage At least 2-3 years working within a sales environment preferably in a proactive telemarketing role. Excellent Communication Skills with Telephonic Etiquettes(Written & Verbal) Fluency in English & Hindi is must Passionate personality, Aggressive in nature, Result Oriented, & Punctual in all aspects Takes complete ownership of retaining every existing client and is innovative to excel the odds Be proactive in taking up additional responsibilities Is flexible and ready to extend shift hours in need of business requirements and deliverables Office Address : Office No.103, 1st Floor, H-32, Syadwad Building, Noida, Sector 63
Role & responsibilities Wealth Counsellor (WC) / Sr. Sales Wealth Counsellor (SSWC) 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 existing customers over calls for most part of his/her day for selling company's product/offerings. Since this form of selling is dependent on communication skills, good communication skills are a must. He/she must be able to plan the number of fresh/follow-up calls he/she has to do in order to meet targets. The job requires good selling and persuading skills and a thorough understanding of the company's offerings. The Sales Wealth Counsellor/Senior Sales Wealth Counsellor is also expected to be keep abreast of the news and events that make the equity market dynamic in nature Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size Identify fitment of sales products matching the clients 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 Preferred candidate profile At least 1-3 years working within a sales environment Fluency in English, Hindi & any one regional language Excellent communication skills verbal and written & Excellent telephone skills High degree of accuracy Willing and able to work extra hours on occasions to complete tasks Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month) NISM certification preferred
Role & responsibilities Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) 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 existing customers over calls for most part of his/her day for selling companys product/offerings. Since this form of selling is dependent on communication skills, good communication skills are a must. He/she must be able to plan the number of fresh/follow-up calls he/she has to do in order to meet targets. The job requires good selling and persuading skills and a thorough understanding of the company's offerings. The Sales Wealth Counsellor/Senior Sales Wealth Counsellor is also expected to be keep abreast of the news and events that make the equity market dynamic in nature • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size Identify fitment of sales products matching the clients 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 Preferred candidate profile • At least 1-8 years working within a sales environment • Fluency in English, Hindi & any one regional language • Excellent communication skills verbal and written & Excellent telephone skills • High degree of accuracy • Willing and able to work extra hours on occasions to complete tasks • Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month) • NISM certification preferred
Role & responsibilities • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients 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 Preferred candidate profile • Graduate (Mandatory) • At least 1-3 years working within a sales environment preferably in a proactive telemarketing role in a BFSI / Finance sector. • Fluency in English, Hindi & any one regional language • Excellent communication skills verbal and written & Excellent telephone skills • High degree of accuracy • Willing and able to work extra hours on occasions to complete tasks • Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month)
Role & responsibilities • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients 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 Preferred candidate profile • Graduate (Mandatory) • At least 1-3 years working within a sales environment preferably in a proactive telemarketing role in a BFSI / Finance sector. • Fluency in English, Hindi & any one regional language • Excellent communication skills verbal and written & Excellent telephone skills • High degree of accuracy • Willing and able to work extra hours on occasions to complete tasks • Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month)
Bangalore JOB DESCRIPTION: Retail Sales Role - WealthAdvisor Position: Retail Sales Advisor Location: BangloreRole 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 andbeing good at selling is crucial. Responsibilities: • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients 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
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