Wealth Advisor - Equity-Based Products

Equentis Wealth Advisory; Mumbai; On-site; INR 450,000 - 650,000; Full time

Job summary

Equentis Wealth Advisory is seeking a proactive sales professional with 1+ year in BFSI sales or wealth advisory to drive client acquisition and revenue growth. You will qualify leads, present products persuasively, and own end-to-end client relationships.

You will collaborate with marketing and pre-sales, maintain CRM records, and stay updated on industry trends. Fluency in English and Hindi plus a regional language is essential, along with a willingness to work extra hours when needed.

Qualifications

• 1+ year of BFSI sales or wealth advisory experience.
• Fluent in English, Hindi, and at least one regional language.
• Proven track record in client acquisition and revenue generation.
• High accuracy and willingness to work extra hours when needed.
• Strong ownership to manage end-to-end client relationships.
• Passion for sales and advisory with ambitious goals.

Responsibilities

• Qualify leads by understanding customer needs and pain points; outbound prospecting and inbound lead follow-up via phone, email, and other digital channels.
• Present products clearly and persuasively to potential customers; maintain CRM records of interactions and sales activities.
• Acquire new clients through digital leads, referrals, networking, and self-sourcing.
• Collaborate with marketing and pre-sales teams to optimize lead generation and conversion strategies; achieve or exceed targets.
• Handle customer inquiries and provide product information; schedule meetings and product demos when necessary.
• Track and report on sales metrics and stay updated on product knowledge, industry trends, and competitor activities.

Skills

BFSI sales experience

Wealth Advisory / Private Wealth / RM

B2C inside sales

Multilingual: English, Hindi, regional

Job description

Roles & Responsibilities

• Qualify leads by understanding customer needs and pain points. Conduct outbound prospecting and inbound lead follow-up via phone, email, and other digital channels.
• Present products or services clearly and persuasively to potential customers. Maintain detailed records of interactions and sales activities in the CRM system.
• Acquire new clients through digital leads, referrals, networking, and self-sourcing.
• Collaborate with marketing and pre-sales teams to optimize lead generation and conversion strategies. Achieve or exceed monthly and quarterly sales targets.
• Handle customer inquiries and provide product information to support the sales process. Schedule meetings and product demos when necessary.
• Track and report on sales metrics and adjust strategies to improve performance. Stay updated on product knowledge, industry trends, and competitor activities.

Candidate Profile

• 1+ years of experience in BFSI sales Wealth Advisory, Private Wealth & RM, or any B2C inside sales experience with market knowledge/understanding.
• Fluency in English, Hindi, and any one regional language. Excellent communication skills — verbal and written communication skills.
• Proven track record in client acquisition and revenue generation.
• High degree of accuracy. Willing and able to work extra hours on occasions to complete tasks.
• Strong ownership mindset — manage end-to-end client relationships independently.
• Passion for sales, advisory, and achieving ambitious business goals.
• Ready to learn & unlearn.
• Hustler Attitude.