ABOUT EQUENTIS

At Equentis, we are redefining the way India approaches wealth creation and financial growth. What started as a research-driven advisory firm has evolved into a comprehensive wealth management organization helping clients achieve financial goals through personalized investment strategies and expert guidance.

Our offerings span AIFs, PMS, Mutual Funds, Equities, Bonds, Insurance, and structured investment products across India.

Key Requirements:

- Solid 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 3-5 years of experience in selling AIF products, you’re 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.
- Onsite Role: This is a work-from-office position based in Lower Parel, Mumbai.

Your Responsibilities Will Include:

- Customer Acquisition: Bring in new clients for the Equentis Angel Fund.
- Distributor Empanelment: Onboard distributors, family offices, RIAs, and IFAs.
- 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.

📌 Wealth Manager (Mumbai)
🏢 Equentis
📍 Mumbai