Equentis - Private Wealth Manager

Location : Lower Parel, Mumbai

Position: Wealth Manager Private Wealth.

Broader Role / Responsibilities:

Acquisition of Wealth Clients:

- Wealth Manager will be responsible for acquiring & advising HNI clients 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 & good 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.

Experience: 5-7 Years