Equentis wealth advisory pvt. ltd

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 extensive client interaction, requiring excellent communication and persuasive skills to drive conversions and meet performance targets. Key Responsibilities: Plan daily outreach activities based on lead priority and funnel stage. Understand client needs and recommend suitable Wealth Advisory products aligned with their financial goals. Engage with potential clients through calls and digital interactions to pitch investment offerings and convert leads. Follow up on assigned leads, updating progress regularly and developing strategies to meet set targets. Collaborate closely with the Wealth Advisory Head to align with business goals and deliver consistent performance. Share best practices, success stories, and learning experiences with peers to enhance team effectiveness. Stay updated with current market trends and equity-related developments to provide informed advice to clients. Requirements: Graduate (Mandatory) 6 months to 3 years of experience in Wealth Advisory, preferably in a proactive sales or client-facing role within BFSI/Finance/Marketing sectors. Proficient in English, Hindi, and at least one regional language. Strong communication skills – both verbal and written. High attention to detail and accuracy in work. Willingness to work extended hours as needed to meet deadlines or client commitments. Flexibility to attend monthly meetings or events outside regular working hours. Knowledge of equity markets is an added advantage. Job Type: Full-time Pay: ₹294,251.19 - ₹600,000.00 per year Benefits: Health insurance Provident Fund Schedule: Day shift Monday to Friday Supplemental Pay: Performance bonus Work Location: In person Speak with the employer +91 8828257306

NERVE CELL - ROLE PROFILE General Job Title : Department : Reports to (Job Title): Counsellor/ Sr. Counsellor - Nerve Cell Nerve Cell 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 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 Job Types: Full-time, Permanent Pay: ₹300,000.00 - ₹650,000.00 per year Benefits: Health insurance Provident Fund Schedule: Day shift Supplemental Pay: Performance bonus Work Location: In person