Role Overview

Key Highlights

Job Location: noida

Designation: Sales Wealth Counselor

Experience: 1-5 years

Functional Area: Sales

About the Role

We are looking for an enthusiastic “Sales Wealth Counselors” who can counsel the potential investors over the phone and will be able to generate the sales for the organization by selling the different type of advisory services. An effective counselor must be an excellent communicator and have superior people skills. They must be comfortable presenting products or services over the phone as well as dealing with complaints and doubts. As a counselor, we are expecting you to be an outstanding communicator and listener with a professional, but friendly approach. 

The goal is to help the company grow by bringing in customers and developing business.

Qualification : Graduate
Department : Sales/Marketing
Reporting To: Sales Head
Fixed CTC : 2.40 to 4.20 LPA
Variable CTC : 5000 TO 25000 per month (Purely Performance Based)


Key Roles and Responsibilities 

  • He/she will be responsible to do counseling of interested customers and to suggest best Investment plans as per his/her financial requirements.
  • He/she will be responsible to convert the interested customers into clients through doing proactively follow-ups and counseling.
  • He/she will be responsible to do contribution to the monthly team and Individual targets through sharing and implementing best practices and ideas.


Knowledge & Skills 

  • Excellent communication skills.
  • Creative thinking skills.
  • The patience and ability to engage customers in conversation.
  • Good sales ability.
  • Working knowledge of relevant computer software.
  • Excellent interpersonal and problem-solving skills.
  • The ability to handle rejection and stress in soliciting customers.


© Research & Ranking
SEBI Registered Investment Adviser Details:

Registered Name: Equentis Wealth Advisory Services Private Limited
Type of Registration: Non-Individual
Registration No.: INA000003874
Validity: Dec 08, 2015 – Perpetual

Address: Equentis Wealth Advisory Services Private Limited, Marathon Futurex, A-603 6th Floor, Mafatlal Mills Compound, N M Joshi Marg, Lower Parel East, Mumbai 400013
Telephone: +91 22 61013800/18 | Email: | © Copyright 2021 Equentis Wealth Advisory Services Pvt. Ltd. All Rights Reserved. | GSTIN : 27AADCE9006E1ZV
Principal Officer: Manish Goel, Email:, +91 22 61013800

SEBI Office Details: SEBI Bhavan BKC

Address: Plot No.C4-A, 'G' Block Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra | Tel : +91-22-26449000 / 40459000 | Fax : +91-22-26449019-22 / 40459019-22
Email: | Toll Free Investor Helpline: 1800 22 7575