Wealth Advisor

Company Profile: As part of the Equentis group, weve been at the forefront of the investment world, with a primary focus on the Indian equity markets since 2009. Over a decade later, were proud to have established Indias 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/ Bangalore Position: Wealth Advisory Broader Role / Responsibilities: 1. Qualify leads by understanding customer needs and pain points. Conduct outbound prospecting and inbound lead follow-up via phone, email, and other digital channels. 2. Present products or services clearly and persuasively to potential customers. Maintain detailed records of interactions and sales activities in the CRM system. 3. Collaborate with marketing and field sales teams to optimize lead generation and conversion strategies. Achieve or exceed monthly and quarterly sales targets. 4. Handle customer inquiries and provide product information to support the sales process. Schedule meetings and product demos when necessary. 5. 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 0.6 -3 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.