Urgent Hiring for Position: Wealth Advisor Company: Equentis Wealth Advisory (SEBI-Registered) Location: Mumbai & Bangalore Experience: 1+ year in B2C Sales (mandatory) Education: 12th Pass / Graduate / MBA CTC: Up to ₹6–7 LPA Shift: 8.5 hrs/day | Saturday and Sunday Off About the Role: Work with a leading equity advisory and PMS firm to help clients grow long-term wealth via: Stock Advisory Plans Portfolio Management Services (PMS) Alternative Investment Products (AIF) Key Responsibilities: Engage HNI and retail clients Pitch premium investment products Close high-value B2C sales Build long-term client relationships Who Should Apply: Strong experience in paid B2C sales (Insurance, Credit Cards, Mutual Funds, etc.) Excellent communication in English, Hindi, or Marathi Interest in equity markets and financial products Immediate joiners preferred How to Apply: Submit your CV to Yuvraj Basu, HR Recruitment Contact: +91 7414 963 257
Urgent Hiring for Position: Wealth Advisor Company: Equentis Wealth Advisory (SEBI-Registered) Location: Mumbai & Bangalore Experience: 1+ year in B2C Sales (mandatory) Education: 12th Pass / Graduate / MBA CTC: Up to ₹5–6 LPA Shift: 8.5 hrs/day | Saturday and Sunday Off About the Role: Work with a leading equity advisory and PMS firm to help clients grow long-term wealth via: Stock Advisory Plans Portfolio Management Services (PMS) Alternative Investment Products (AIF) Key Responsibilities: Engage HNI and retail clients Pitch premium investment products Close high-value B2C sales Build long-term client relationships Who Should Apply: Strong experience in paid B2C sales (Insurance, Credit Cards, Mutual Funds, etc.) Excellent communication in English, Hindi, or Marathi Interest in equity markets and financial products Immediate joiners preferred How to Apply: Submit your CV to Yuvraj Basu, HR Recruitment Contact: +91 7414 963 257
Urgent Hiring for Position: Wealth Advisor Company: Equentis Wealth Advisory (SEBI-Registered) Location: Mumbai & Bangalore Experience: 1+ year in B2C Sales (mandatory) Education: Graduate CTC: Up to ₹6–7 LPA Shift: 8.5 hrs/day | Saturday and Sunday Off About the Role: Work with a leading equity advisory and PMS firm to help clients grow long-term wealth via: Stock Advisory Plans Portfolio Management Services (PMS) Alternative Investment Products (AIF) Key Responsibilities: Engage HNI and retail clients Pitch premium investment products Close high-value B2C sales Build long-term client relationships Who Should Apply: Strong experience in paid B2C sales (Insurance, Credit Cards, Mutual Funds, etc.) Excellent communication in English, Hindi, or Marathi Interest in equity markets and financial products Immediate joiners preferred
Equentis is a SEBI-registered investment advisory firm Provides expert guidance on stock market investments and offers personalized investment solutions, research-based recommendations, and portfolio management services. * Job Title: Wealth Advisor * Location: Bengaluru * CTC: Up to ₹5-5.5 LPA * Benefits: PF, PT, ESI, Mediclaim, and incentives Key Responsibilities * Make outbound cold calls to potential clients * Pitch paid stock advisory memberships * Sell to both retail and HNI clients across India * Meet and exceed monthly B2C sales targets Requirements * Qualification: Graduation degree mandatory * Experience: Minimum 1 year of experience in B2C sales preferred * Language Skills: Strong communication skills in English, Hindi, or Marathi
We are looking for a dynamic and persuasive Business development associate to drive lead generation, qualify prospects, and convert opportunities into business. The role involves engaging with potential customers over calls, emails, and digital platforms to promote our products/services and close sales. Key Responsibilities: Identify, qualify, and pursue new business leads through inbound and outbound channels. Conduct product/service presentations and explain value propositions effectively. Maintain follow-ups with prospects through CRM tools and ensure pipeline accuracy. Collaborate with the marketing and field sales teams for smooth lead handovers. Achieve weekly and monthly sales targets and maintain high conversion ratios. Requirements: Graduate in any discipline. 1–3 years of experience in inside sales, tele-sales, or business development. Excellent communication and persuasion skills. Proficiency in CRM tools and MS Office. Target-driven, proactive, and comfortable with high call volumes.
*Hiring Now – Sales Wealth Counselor* Company: Equentis Wealth Advisory (SEBI-Registered) Location: Bangalore CTC: Up to ₹5-6 LPA Shift: 8.5 hours per day | Saturday & Sunday Off Eligibility: 12th Pass / Graduate / MBA Role Type: Telesales (Cold Calling) Role Highlights: * Make outbound cold calls to potential clients * Pitch paid stock advisory memberships * Sell to both retail and HNI clients across India * Meet and exceed monthly B2C sales targets Who Can Apply: * Minimum 1 year of experience in B2C Sales (Insurance, Loans, Credit Cards, etc.) * Strong communication skills in English, Hindi, or Marathi * Confident, target-driven, and passionate about financial markets * Immediate joiners preferred To Apply, Send Your CV To: Yuvraj Basu – HR Recruitment Contact: +91 7414 963 257
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) 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 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 janhavi.patil@equentis.com with the subject line “Equentis - Wealth Advisory Application.” Or contact us at 8169300464.
Company: www.researchandranking.com Retail 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 of conversation is dependent on good communication skills is mandatory. He/she must be able to plan the number of fresh/follow-up connections. He/she has to do in order to meet targets. The job requires good convincing and persuading skills and a thorough understanding of the company's offerings. The SWC/SSWC is also expected to be keep abreast of the news and events that make the equity market dynamic in nature. Key Roles / Responsibilities • Plan the day’s 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 client’s 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 Requirements • 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 Knowledge of Equities Market added advantage.
Company Profile: As part of the Equentis group, we’ve been at the forefront of the investment world, with a primary focus on the Indian equity markets since 2009. Over a decade later, we’re proud to have established India’s first online non-discretionary equity advisory company, offering tailored research reports. Regulated by SEBI, our passionate team of professionals brings deep expertise in financial markets, equity research, and technology. Location – Mumbai – Lower Parel Title: - Associate / Sr. Associate Distribution Sales Broader Role / Responsibilities: 1. Acquire and manage individual retail customers for insurance, MF, bonds, and Fixed Income. 2. Source leads through references, field activity, digital channels, and customer outreach. 3. Conduct need-analysis, product presentations, and convert prospects into sales. 4. Recommend suitable products based on customer risk profile and financial goals. 5. Offer comprehensive investment and protection solutions to increase wallet share. 6. Build long-term customer relationships for repeat business. 7. Assist customers with applications, documentation, KYC, and post-sales servicing. 8. Stay updated on product features, interest rates, market trends, and competitor offerings. 9. Ensure all sales follow IRDAI/AMFI and internal compliance guidelines. Requirements • Any Graduate • At least 0.6 -5 years working within a Financial Advisory environment preferably in a proactive role in a BFSI / Finance 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. Please share your resume on Elizabeth.rani@equentis.com.