Wealth Manager (Maharashtra)

Wealth Manager (Maharashtra)

04 Aug
|
Equentis Wealth Advisory
|
Maharashtra

04 Aug

Equentis Wealth Advisory

Maharashtra

We are seeking a talented and driven Sales Qualified with a robust understanding of the startup ecosystem to join our growing team. If you're passionate about sales, have a knack for building relationships, and are ready to take on the challenge of meeting and exceeding targets, this opportunity is for you!

Role & responsibilities

Strong Understanding of the Startup Ecosystem: Leverage your deep knowledge to connect with the right clients.

- Excellent Communication Skills: Convey ideas effectively and build rapport with clients and partners.
- Growth Mindset: With 1-8 years of experience in selling BFSI products, youre driven to achieve more.
- Established Network: Tap into your existing connections with HNI customers, private wealth clients, AIF/PMS/mutual fund distributors, RIAs, IFAs, and Family Offices.
- Sales Discipline:



Consistently meet and exceed sales targets.
- Versatile Sales Approach: Comfortable with telecalling and face-to-face meetings with individuals and distributors.

Preferred candidate profile

- Excellent communication skills
- Experience in selling banking Products,AIF,PMS,SIP.MF,Bonds.
- Sales Discipline
- Sales Targets: Drive towards and achieve weekly, monthly, quarterly, and annual sales goals.
- Compliance: Ensure adherence to all regulatory requirements.
- Client Relationship Management: Build and maintain strong relationships with clients.

Perks and benefits

Work from office

Location- Lower Parel East

5 Day's working (Last 2 Saturday's working)

📌 Wealth Manager (Maharashtra)
🏢 Equentis Wealth Advisory
📍 Maharashtra

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