Equity Sales For Reputed Equity Advisory at Thane

River Bridge Consultants; Thane; On-site; INR 300,000 - 600,000; Full time

Job summary

River Bridge Consultants is looking for a Sales Wealth Counsellor in Thane to drive long-term wealth creation for clients through disciplined equity investing. The role involves telephonic client interactions to explain equity-focused advisory products and convert leads.

The ideal candidate should possess strong communication skills, a structured approach to sales, and be a graduate, preferably with a commerce or finance background. 1–3 years of inside sales experience is required.

Qualifications

• 1–3 years of experience in sales environment, preferably tele-sales in BFSI.
• Fluency in English and Hindi is mandatory; additional regional language is a plus.

Responsibilities

• Drive long-term wealth creation through disciplined equity investing.
• Achieve monthly and quarterly sales targets through effective lead management.
• Deliver high-quality client experiences and maintain trust.
• Update sales funnel regularly to ensure follow-ups.

Skills

Communication skills

Persuasion skills

Planning activity

Client interaction

Education

Graduate in any discipline (preference for commerce, management, or finance)

NISM XA & XB preferred

Job description

Job Title Designation: Sales Wealth Counsellor (SWC)

Department: Sales Equity Investment Advisory

Location: Thane On-site

Reporting To: Sales Head / Business Head

About the Role

The Sales Wealth Counsellor / Senior Sales Wealth Counsellor is responsible for driving long‑term wealth creation for clients who wish to build wealth through disciplined equity investing. The role is primarily telephonic and inside sales driven, with the counsellor interacting with prospective clients over calls for most of the day to explain the company’s equity‑focused advisory products and convert qualified leads into paying clients.

The position demands strong communication and persuasion skills, a structured approach to planning daily calling activity, and a good understanding of the company’s equity advisory offerings and philosophy.

Key Objectives Broad Role and Responsibilities

• Help clients adopt a disciplined, long‑term equity investing approach aligned to their financial goals.
• Achieve monthly and quarterly sales targets through effective lead management, follow‑ups and conversions.
• Deliver a high‑quality client experience in every interaction, building trust and credibility for the brand.
• Plan each day’s work with a clear focus on which leads to contact, based on their funnel stage, lead score and ticket size.

Maintain and update the sales funnel regularly (fresh leads, follow‑ups, hot prospects, conversions) and ensure no leakages in follow‑up.

Education

• Graduate (mandatory) in any discipline; preference for commerce, management or finance background.
• NISM XA & XB preferred.

Experience

• 1–3 years of experience in a sales environment, preferably inside sales/tele‑sales in BFSI, equity advisory, broking, mutual funds or other financial services.
• Exposure to proactive calling/telemarketing roles will be an added advantage.

Language and Communication

• Fluency in English and Hindi is mandatory; additional regional language will be an advantage depending on client base.
• Excellent verbal and written communication skills.
• Excellent telephone skills, including listening, probing and clear articulation.