EquityPandit is looking for dynamic, high-performing wealth manager from Fintech background (Mutual Fund or Insurance industries OR broking firms OR wealth management companies or AMC) to drive client acquisition and wealth advisory services. In this role, you will leverage your financial product knowledge to transition retail clients and high-net-worth individuals (HNWIs) into EquityPandit’s premium equity research and investment advisory platforms. Website: www.equitypandit.in

Company Description

EquityPandit is a SEBI-registered investment advisor with over 20 years of research expertise, building one of India's most trusted data-driven, disciplined, long-term investment intelligence platforms. Founded in 2005, what began as a passion for understanding markets has grown into a nationally and internationally awarded global platform serving 25,000+ clients across 33+ countries, including HNIs, UHNIs, and institutional investors.

Beyond these numbers, the real strength of EquityPandit lies in its people- a team of curious thinkers, market enthusiasts, and problem-solvers who believe in taking ownership, making informed decisions, and continuously learning and evolving.

If you aspire to work at the intersection of finance, technology, and growth while contributing to meaningful wealth creation journeys, EquityPandit is the place for you.

Key Responsibilities

- Client Acquisition: Conduct daily field visits, local networking meetings, and corporate pitches to source new individual investors.
- Product Pitching:



Pitch EquityPandit's subscription-based equity research, stock market advisory, and portfolio advisory services in simple, transparent terms. Convert leads generated through digital marketing into active, paying subscribers.
- Needs Analysis: Assess client financial backgrounds, risk appetites, and long-term life goals to recommend tailored plans.
- Sales Cycle Management: Drive the complete process from cold-visiting and lead generation to document collection, form processing, and final payment closure.
- Relationship Building: Conduct routine portfolio reviews, service existing clients, and secure regular referrals to expand your local network.
- Compliance & Reporting: Complete KYC requirements strictly, maintain daily activity logs, and update CRM tools accurately.

Requirements & Qualifications

- Experience: 1 to 5 years of proven field sales experience in mutual fund houses (AMCs), wealth management firms, or insurance companies.
- Financial Literacy: Strong foundational knowledge of financial markets, mutual funds, insurance products, and understanding of the equity/stock market.
- Education: Graduation or equivalent degree in any stream.
- Certifications: specifically NISM Series XXV-B for Investment Adviser is highly preferred but not mandatory at the time of hiring.
- Skills: Excellent local language communication, aggressive target orientation, and robust interpersonal rapport-building.
- Mobility: Must be comfortable with extensive daily field travel within assigned local territories.

📌 Wealth Manager (Mumbai)
🏢 Equitypandit
📍 Mumbai