Equentis Wealth Advisory Services Limited

Senior Tele Sales Executive

Equentis Wealth Advisory Services Limited
Koramangala, Bengaluru/Bangalore
₹40,000 - ₹50,000 monthly

Fixed

₹40,000 - ₹50,000

Earning Potential

₹50,000

Work from OfficeWork from Office
Full TimeFull Time
Min. 1 yearMin. 1 year
Good (Intermediate / Advanced) EnglishGood (Intermediate / Advanced) English

Job highlights

Fast HR reply

Fast HR reply

HR responded to 100% candidates in last 2 days

3 applicants

3 applicants

Benefits include:  Overtime Pay, Joining Bonus, Annual Bonus, PF, Travel Allowance (TA), Mobile Allowance, Internet Allowance, Flexible Working Hours, Laptop, Health Insurance, ESI (ESIC), Food/Meals, 5 working days

Benefits include: Overtime Pay, Joining Bonus, Annual Bonus, PF, Travel Allowance (TA), Mobile Allowance, Internet Allowance, Flexible Working Hours, Laptop, Health Insurance, ESI (ESIC), Food/Meals, 5 working days

Job Description

  • Key ResponsibilitiesAcquire new retail clients through digital leads, referrals, networking, and self-generated business.
  • Understand customer financial goals, investment objectives, and risk appetite.
  • Promote and sell Equentis Equity Subscription Plans and other wealth advisory solutions.
  • Qualify leads through outbound calling and follow-up on inbound inquiries via phone, email, and digital platforms.
  • Build and maintain long-term relationships with clients by providing exceptional financial advisory services.
  • Maintain accurate client information, interactions, and sales activities in the CRM system.
  • Collaborate with marketing and pre-sales teams to maximize lead generation and conversion.
  • Schedule client meetings, virtual consultations, and product demonstrations whenever required.
  • Achieve and exceed monthly, quarterly, and annual revenue targets.
  • Ensure high customer satisfaction through timely service and regular portfolio discussions.
  • Stay updated on financial markets, investment products, and industry trends.
  • Adhere to all company policies and regulatory compliance standards. 

Job role

Work location
Work locationKoramangala, Bengaluru, Karnataka, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryTrading, Asset & Wealth Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 1 year
Education
EducationGraduate
English level
English levelGood (Intermediate / Advanced) English
Age limit
Age limit21 - 27 years
Gender
GenderAny gender

About company

Name
NameEquentis Wealth Advisory Services Limited
Address
AddressKoramangala, Bengaluru, Karnataka, India
Job posted by Equentis Wealth Advisory Services Limited

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You can expect a minimum salary of 40,000 INR and can go up to 50,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 1 to 31 years are eligible to apply for this job. You can apply for more jobs in Bengaluru to get hired quickly.

The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

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