Website:
equentis.com
Job details:
Company Description
Equentis is a SEBI-registered investment advisory firm dedicated to helping individuals build wealth through long-term investments in the stock market. At Equentis - Research & Ranking, we offer personalized stock recommendations tailored to individual goals and risk profiles, leveraging over 300 AI-based algorithms supported by robust research. Our focus is on creating generational wealth for our clients with a commitment to transparency and excellence in investment advisory services. Headquartered in Mumbai, Equentis is a trusted partner for financial growth and wealth creation.
Key Roles / Responsibilities :
• Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size
• Identify fitment of Wealth Advisory 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 Wealth Advisory Head and report the progress with mitigation plan on how to achieve the results as well.
• Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives.
• Contribute to the team performance by sharing and implementing Best Practice Ideas.
• Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise.
Requirements
• Graduate (Mandatory)
• At least 0.6 -3 years working within a Wealth 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
• Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month)
• Joining Time: ASAP Knowledge of Equities Market added advantage.
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