Location – Bangalore/Mumbai

Position: Wealth Manager

Broader Role / Responsibilities

Acquisition of Wealth Clients:

- Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.
- Build up the sales funnel via Client Meetings or Virtual Presentations to clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
- Prior experience of working in a wealth management firms, Private banking,

PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI client management .

- Minimum Entry level Portfolio amount would be Rs 1 crore and above.

Advisory and Relationship Management

- Maintaining client relationships and generate Asset Under Management (AUM)

from preferred clients.

- Advising Affluent clients in conjunction with the Research team ,



Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- To coordinate with product and research team for taking investment decision for the clients.

Candidate

- Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job.
- Candidates having experience in managing HNI clients & positive Personal and

Virtual meeting skills may only apply.

- Impeccable sales skills to handle HNI clients.
- Good Sales negotiator and able to close high ticket sales.
- Good knowledge of Equity Markets and other Investment assets.

📌 Business Development Associate (India)
🏢 Equentis
📍 India