Equitymaster Research Private Limited
Website:
equitymaster.com
Job details:
About the Role
We do the hard part of finding the interested investor. You do the part that decides the number. Equitymaster's marketing engine delivers a steady flow of qualified HNI leads, and we are looking for a Relationship Advisor who can turn those conversations into paying clients for our advisory services and keep them for the long run. If you close well, follow up relentlessly, and enjoy the discipline of hitting a target, this is a seat with real upside.
What You Will Do
- Convert qualified leads provided by the company into subscribers of Equitymaster's advisory services.
- Run the full closing cycle: calling, structured follow-ups, and face to face meetings.
- Understand each prospect's objectives and time horizon, and match them to the right Equitymaster advisory offering.
- Build long term relationships that drive renewals.
- Drive towards and consistently achieve weekly, monthly, quarterly and annual sales targets.
- Coordinate with the research and advisory teams so clients get timely onboarding and support.
- Maintain accurate CRM records and disciplined follow-up on every lead.
- Ensure every client interaction meets SEBI and internal compliance requirements.
What We Are Looking For
- 3+ years in BFSI or financial services sales, ideally to HNI or private wealth clients.
- A proven ability to close, and comfort handling high value conversations.
- Strong sales discipline and a track record of meeting and exceeding targets.
- Excellent communication skills, able to build rapport and convey ideas with clarity.
- A growth mindset and genuine drive to overachieve.
- Comfort with both calling and in person meetings.
Preferred Background
- Private wealth, wealth management or investment advisory sales.
- Experience selling advisory or subscription-based financial services.
- An understanding of how HNI investors think and decide.
Qualification and Certification
- Graduate in any discipline from a recognised university or institution.
- NISM Series XXV-B: Persons Associated with Investment Advice (Sales and Other Non-Core Services) certification.
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