Equentis Wealth Advisory
Business Development Executive
Skills
1 month ago
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Important information
Contract type:
Permanent
Salary:
₹300,000 – ₹800,000 / year
Location:
Bengaluru, Karnataka, India
Work mode:
Onsite
Published on:
8 September 2026
What they need
We are looking for dynamic, goal-oriented professionals to join our PMP team in Bangalore. In this role, you will help clients build long-term wealth through disciplined equity investments. This is a B2C inside sales position that requires high energy, persuasive communication, and a proactive approach to hitting targets .
Job Purpose
Provide the much-needed guidance to the existing annual Clients of 5 in 5 Strategy,’ ‘Mispriced
opportunities’ & ‘Combo’ services so that they upgrade themselves to the premium range of a service
like Premium Membership Program Subscription.
Ensure that the renewals of the subscriptions are done in time before the expiry day of the existing
clients.
Major Accountabilities
- Forms a part with the successful Premium Membership Program team based out of Bangalore to manage existing subscribers’ renewals and upgrades to LONG TERM subscriptions.
- Drives clarity for the clients with a fair understanding of the benefits of the premium services like LONG TERM subscription
- Ensures all compliance norms are met from a SEBI disclosure standpoint
- Ensure exemplary communication with all stakeholders to update the progress made on
conversions and accounts maintained till date
- Identifies and resolves all operational issues clearly articulating the potential
recommendations/solutions
- Works cohesively with other teams and forms an important bond with other centers spread across India
- Is proactive in planning; anticipating change and acting in accordance; drive meticulous
implementation of goals and metrics.
- Establishes, vigorously monitors and reports KPIs & takes proactive action to continuously strive for improvements.
Key Performance Indicators
- Clearly communicates and lives the company’s missions and values
- Establishes accurate plans with clear, reasonable, and appropriate objectives, action steps, and priorities
- Provides thought leadership to shape future decisions
- Adapts to changing objectives and priorities
- Continually measures outputs, capability, and success criteria
What’s on Offer
- Quality: As per KPIs and qualitative feedback from the clients
- Operational efficiency: Ensure optimal resource utilization
- Innovation: Ability to find creative ways to build client base and grow
- Values and behaviors: in line with standards of Research and Ranking
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