Website:
equentis.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 organization operates under multiple SEBI registrations and BSE enlistment, reflecting strong regulatory compliance and professional standards. Based in Mumbai, Equentis serves a diverse client base through disciplined research, advisory, and wealth management services. The company emphasizes transparent communication, investor protection, and a structured approach to equity investing. Team members work in a regulated, client-centric environment with a focus on ethical advisory practices.
Role Description The Inside Sales Executive is a full-time, on-site role based in Noida. This position is responsible for managing inbound and outbound calls, engaging prospects, explaining Equentis’s investment advisory services, and converting qualified leads into clients. Day-to-day activities include lead follow-up, maintaining accurate records in CRM systems, coordinating with advisory and marketing teams, and providing timely information to prospective and existing clients. The role involves understanding client needs, addressing queries, scheduling consultations or demos, and supporting the sales pipeline to meet revenue and growth targets. The Inside Sales Executive is expected to uphold high standards of professionalism, comply with regulatory guidelines, and contribute to a positive client experience.
Qualifications
- Candidates should possess strong Inside Sales and Sales skills, including prospecting, pitching, and closing opportunities.
- Candidates should possess effective Lead Generation skills, with the ability to identify, qualify, and nurture potential clients.
- Candidates should possess excellent Communication and Customer Service skills to build trust, handle queries, and maintain long-term relationships.
- Relevant experience in financial services, investment advisory, or wealth management is beneficial.
- Ability to work with CRM tools, manage pipelines, and analyze basic sales metrics is preferred.
- Strong analytical and listening skills, along with a client-focused mindset and ethical approach, are required.
- A bachelor’s degree in business, finance, commerce, or a related field is preferred.
- Comfort working in a regulated environment and willingness to learn SEBI-related guidelines is advantageous.
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