Company Description Equentis Wealth Advisory Services Limited is a SEBI-registered investment advisory firm dedicated to helping clients build long-term wealth in the stock market. Based in Mumbai, the company operates from Marathon Futurex in Lower Parel East and serves a wide range of investors seeking professional guidance. Equentis holds multiple SEBI registrations and BSE enlistment, demonstrating strong regulatory compliance and industry credibility.

The firm focuses on offering transparent, research-backed advisory services supported by a team of finance professionals. Applicants join a regulated, growth-oriented organization committed to investor protection and ethical practices.

Role Description The Inside Sales Executive is a full-time, on-site role based in Mumbai, responsible for driving revenue growth by engaging with prospective and existing clients. Day-to-day activities include making outbound calls, responding to inbound inquiries, qualifying leads, and presenting Equentis’ investment advisory services in a clear and qualified manner. The role involves maintaining accurate records in CRM systems, following up consistently to convert leads into clients, and coordinating with advisory and marketing teams to support campaigns and promotions.

The Inside Sales





Executive will handle client queries, provide basic information about products and services, and schedule appointments or consultations for senior advisors. This role requires meeting sales targets, adhering to compliance guidelines, and maintaining high standards of customer service.

Qualifications

- Candidates should possess strong Inside Sales skills, including lead nurturing, pipeline management, and conversion.
- Candidates should possess Lead Generation and prospecting skills to identify, qualify, and prioritize potential clients.
- Candidates should possess excellent Communication and Customer Service skills to build trust, handle objections, and support clients professionally.
- Candidates should possess solid Sales skills, including negotiation, closing, and working toward defined revenue targets.
- Relevant experience in financial services, investment advisory, or banking is preferred.
- Ability to work with CRM tools, MS Office, and basic data entry is beneficial.
- Bachelor’s degree in Business, Finance, Commerce, or a related field is advantageous.
- Strong ethical standards, attention to detail, and willingness to learn about capital markets and regulatory requirements are expected.

📌 Inside Sales Executive (Mumbai)
🏢 Equentis
📍 Mumbai