Roles and Responsibilities

- Sell various financial products such as mutual funds, equities, bonds, insurance policies, etc. to meet client needs.

- Develop sales plans to achieve targets set by the organization for HNI sales and client acquisition.

- Ensure timely delivery of high-quality service to clients while maintaining a strong relationship with them.

- Provide financial advisory services, including investment planning, portfolio management, and wealth creation strategies.

- Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.

Desired Candidate Profile

- Robust knowledge of investment advisory services, mutual funds, equity advisory/equity sales/investment products.

- Excellent communication skills with ability to build rapport with HNIs.

- Proven track record in client acquisition and retention.

- 1-6 years of experience in wealth management or related field.

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