Wealth Advisory (Inside Sales/Client Acquisition) (Kar Job 167)

Wealth Advisory – Equity Markets Specialist 

Are you an ambitious and results-driven professional with a passion for the financial markets? Karyarth is seeking a motivated Wealth Advisory specialist to join a Leading SEBI-Regulated Equity Advisory Firm in India. This proactive role is vital in connecting high-potential clients with tailored investment research and advisory services.

Job Summary: For Naukri.com & ATS Postion

About the Opportunity

Join a firm that has been at the forefront of the investment world since 2009, known as India’s first online non-discretionary equity advisory company. You will be part of a professional team focused on the Indian equity markets, offering tailored research reports and driving client acquisition in a dynamic, regulated environment.

Role Overview: Client Acquisition & Relationship Management

This is a proactive, target-driven Inside Sales role focused on lead qualification, client engagement, and conversion within the equity advisory sector. You will be the primary point of contact for potential customers, guiding them toward the company’s non-discretionary equity research products.

Key Responsibilities

• Lead Qualification & Prospecting: Qualify leads by understanding customer needs and pain points. Conduct outbound prospecting and inbound lead follow-up via phone, email, and digital channels.

• Product Presentation: Present equity advisory products and services clearly and persuasively to potential customers, demonstrating value.

• Sales Target Achievement: Achieve or exceed monthly and quarterly sales targets. Track and report on sales metrics and adjust strategies to improve performance.

• CRM Management: Maintain detailed records of all client interactions and sales activities in the CRM system.

• Collaboration & Support: Collaborate with internal marketing and sales teams to optimize lead generation and conversion strategies.

Mandatory Candidate Profile

• Minimum Experience: At least 6 months working within a Financial Advisory environment, preferably in a proactive role.

• Maximum Experience: Maximum 3 years experience in Sales.

• Education: Graduate (Mandatory).

• Industry: Experience in a proactive role within the BFSI / Finance / Marketing sector is required. Knowledge of Equities Market is a significant advantage.

• Language Fluency (Mandatory): Fluency in English, Hindi, and any one regional language is essential for multi-market client engagement.

• Skills: Excellent communication skills (verbal and written) and a high degree of accuracy.

• Work Ethic: Willing and able to work extra hours on occasions to complete tasks.