Inside Sales Executive

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.