Working experience: No Experience

Company Profile:As part of the Equentis group, we've been at the forefront of the investment world, witha primary focus on the Indian equity markets since 2009. Over a decade later, we'reproud to have established India's first online non-discretionary equity advisorycompany, offering tailored research reports. Regulated by SEBI, our passionate team ofprofessionals brings deep expertise in financial markets, equity research, andtechnology.Location – Mumbai – Lower ParelPosition:– PMS/AIF Sales ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients – PMS Sales:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or F2F Presentations to clients.3. To conduct and assist in organizing seminars, workshops and other businessdevelopment activities.4. Prior experience of working in a wealth management firms, Private banking,PMS Advisory High ticket Sales with exposure to HNI client management.5.



Minimum Entry level Portfolio amount would be Rs 1 crore and above.Advisory and Relationship Management6. Maintaining client relationships and generate Asset Under Management (AUM)from preferred clients.7. Advising Affluent clients in conjunction with the Research team , Financialplanning department , operations team etc on their existing investments andmanaging their overall financial portfolio and deepening the wallet from existingclients.8. To coordinate with product and research team for taking investment decision forthe clients.Candidate9. Positive ability to analyse client data, identify trends, create lasting impressionsthrough impactful presentations are necessity for the job.10. Candidates having experience in PMS Sales and meeting clints F2F onground.11. Impeccable sales skills to handle HNI clients and PMS.12. Valuable Sales negotiator and able to close high ticket sales.13. Valuable knowledge of Equity Markets and other Investment assets.14. Mandatory certification required: NISM XA & XB.

📌 Private Wealth Manager Mumbai (India)
🏢 Equentis
📍 India