Posted:3 months ago|
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Work from Office
Full Time
 
   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.     
 
                Equentis Wealth Advisory
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