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Job DescriptionKey ResponsibilitiesAcquire new retail clients through digital leads, referrals, networking, and self-generated business.Understand customer financial goals, investment objectives, and risk appetite.Promote and sell Equentis Equity Subscription Plans and other wealth advisory solutions.Qualify leads through outbound calling and follow-up on inbound inquiries via phone, email, and digital platforms.Build and maintain long-term relationships with clients by providing exceptional financial advisory services.Maintain accurate client information, interactions, and sales activities in the CRM system.Collaborate with marketing and pre-sales teams to maximize lead generation and conversion.Schedule client meetings, virtual consultations, and product demonstrations whenever required.Achieve and exceed monthly, quarterly, and annual revenue targets.Ensure high customer satisfaction through timely service and regular portfolio discussions.Stay updated on financial markets, investment products, and industry trends.Adhere to all company policies and regulatory compliance standards.  

Copywriting: Write compelling captions, taglines, and messaging that match our brand voice.Content Planning: Assist in building and organizing monthly social media calendars.Community Engagement: Respond to comments and direct messages to build an active online community.Trend & Market Research: Monitor social media trends, viral formats, and competitor strategies to pitch fresh ideas.Analytics & Reporting: 

We are looking for an Counter Billing Executive to join our team at at New Alliance. The role involves managing financial transactions of the organization, preparing accurate reports, and ensuring compliance with tax regulations. The position offers ₹21,500 – ₹41,500 and opportunities for professional growth.