Religare Security Limited
Website:
religareonline.com
Job details:
Company Description Equentis Wealth Advisory Services Limited is a SEBI-registered investment advisory firm dedicated to helping clients build long-term wealth in the stock market. The company operates under multiple SEBI registrations and BSE enlistment, reflecting strong regulatory compliance and professional standards. Headquartered in Mumbai, Equentis provides advisory services supported by experienced leadership and a robust operational framework. The firm emphasizes transparent communication, investor protection, and high-quality research-driven guidance. Prospective team members join an organization committed to ethical practices and sustained client value creation.
Role Description The Sales Associate role at equentis is a full-time, on-site position based in Bengaluru. The Sales Associate will engage with prospective and existing clients to explain the company’s investment advisory services, understand client needs, and recommend suitable solutions in line with regulatory guidelines. Daily responsibilities include managing lead pipelines, conducting meetings and calls, following up on inquiries, and supporting clients through the onboarding process. The role involves close coordination with advisory and operations teams to ensure accurate information, timely service, and strong client satisfaction. The Sales Associate is expected to meet sales targets, maintain detailed records in CRM tools, and represent equentis with professionalism and integrity.
Qualifications
- Ability to build client relationships, manage leads, and convert prospects into long-term customers.
- Strong communication, presentation, and interpersonal skills for working with diverse clients and internal teams.
- Basic understanding of financial markets, investment advisory services, and regulatory considerations (SEBI-related knowledge is an advantage).
- Proficiency with CRM systems, MS Office, and digital communication tools to track and report sales activities.
- Results-oriented mindset, with strong organizational skills, attention to detail, and the ability to work in a fast-paced environment.
- Bachelor’s degree in business, finance, commerce, or a related field preferred; relevant sales or financial services experience is an advantage.
- Commitment to ethical conduct, compliance, and providing a high standard of service to all clients.
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