Acquisition of Wealth Clients:
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
Minimum Entry level Portfolio amount would be Rs 1 crore and above.

Maintaining client relationships and generate Asset Under Management (AUM)
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
Good ability to analyse client data, identify trends, create lasting impressions
Candidates having experience in managing HNI clients & positive Personal and
Virtual meeting skills may only apply.
Good knowledge of Equity Markets and other Investment assets.

📌 Business Development Associate (Mergers and Acquisitions) (Mumbai)
🏢 Equentis
📍 Mumbai