Private Wealth Sales Specialist

We’re Hiring! Join Equentis as a Private Wealth Sales Specialist!Company : EquentisPosition : Private Wealth Sales SpecialistLocation : MumbaiType : Full-timeAre you experienced in managing High Net Worth Individuals (HNIs) and passionate about wealth management? JoinEquentisand play a key role in helping our affluent clients achieve their financial...

**Role Overview**: **Key Highlights**: **Job Location**:Mumbai **Designation**:Sales Wealth Counselor - Private Wealth (Offline Sales) **Experience**:3 - 4 Years **Functional Area**:Sales **About the Role**: A **Sales Wealth Counselor** responsible for ensuring delivery of various MIS reports as per requirements. Reporting To : Vice President -...

Are you experienced in managing High Net Worth Individuals (HNIs) and passionate about wealth management? Join Equentis and play a key role in helping our affluent clients achieve their financial goals!Key Responsibilities:- Acquire and advise HNI clients (Affluent & Super Affluent) from our existing client base.- Maintain client relationships and generate...

empowered with the science and art of investing experience new insights and ideas on wealth creation through our exclusive knowl About Our Client Motilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the...

empowered with the science and art of investing experience new insights and ideas on wealth creation through our exclusive knowl About Our Client Motilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year...

Job Location - Mumbai/Delhi/Bangalore/Pune/HyderabadWe are looking for candidates from top Premier MBA Full Time(FY’20-FY’-24 pass out) candidates looking to explore their career in wealth management-sales role.Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and...

Job Location - Mumbai/Delhi/Bangalore/Pune/Hyderabad We are looking for candidates from top Premier MBA Full Time(FY’20-FY’-24 pass out) candidates looking to explore their career in wealth management-sales role. Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and...

Job Location - Mumbai/Delhi/Bangalore/Pune/HyderabadWe are looking for candidates from top Premier MBA Full Time(FY’20-FY’-24 pass out) candidates looking to explore their career in wealth management-sales role.Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and...

Locations:Mumbai, DelhiJob Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

Job Location - Mumbai/Delhi/Bangalore/Pune/Hyderabad We are looking for candidates from top Premier MBA Full Time(FY’20-FY’-24 pass out) candidates looking to explore their career in wealth management-sales role. Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and...

Job Location- Mumbai/Delhi/Bangalore/Pune/HyderabadWe are looking for candidates from top Premier MBA Full Time(FY’20-FY’-24 pass out) candidates looking to explore their career in wealth management-sales role.Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and...

Job Location- Mumbai/Delhi/Bangalore/Pune/HyderabadWe are looking for candidates from top Premier MBA Full Time(FY’20-FY’-24 pass out) candidates looking to explore their career in wealth management-sales role.Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and...

Job Location- Mumbai/Delhi/Bangalore/Pune/HyderabadWe are looking for candidates from top Premier MBA Full Time(FY’20-FY’-24 pass out) candidates looking to explore their career in wealth management-sales role.Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and...

Locations: Mumbai, DelhiJob Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

Locations: Mumbai, Delhi Job Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

Locations: Mumbai, DelhiJob Role: Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the...

Job entails building up relationships with Asset Managers, Private Banks, Investment Advisors, and WealthManagers located in the India and abroad for investments into India (Equity, Mutual funds, Derivatives,Debt, AIFs & unlisted) under the FPI / FDI route. Also, global investments (listed and unlisted investments).It also requires a good understanding of...

Job entails building up relationships with Asset Managers, Private Banks, Investment Advisors, and Wealth Managers located in the India and abroad for investments into India (Equity, Mutual funds, Derivatives, Debt, AIFs & unlisted) under the FPI / FDI route. Also, global investments (listed and unlisted investments). It also requires a good understanding...

Locations: Bangalore, Delhi, Kolkata Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to...

Job Description Department: Customer Interaction (Sales) Position: HNI/UHNI/ Wealth Manager – Customer Interaction Experience : 5 to 7 years required in handling HNI/UHNI’s Location: MUMBAI Reporting to: Chief Business Officer We are looking for HNI’s/UHNI’s Wealth Manager who can contact HNI’s/UHNI’s over the...