Wealth Manager

4 weeks ago


Bengaluru, Karnataka, India equentis Full time

Location: Bangalore, India

Department: Premium Membership Program

Reports To: Head of PMP – Bangalore

Key Responsibilities:

  • Be part of the PMP team in Bangalore, helping manage renewals and upgrades to long-term premium subscriptions.
  • Help clients understand the benefits of upgrading to premium services.
  • Build and maintain strong relationships with clients for future service upgrades (e.g., 'Dhawaan,' 'TTO,' and 'Secrets').
  • Ensure all SEBI compliance rules are followed.
  • Communicate clearly with team members and stakeholders about your progress.
  • Solve any service or operational issues and suggest improvements.
  • Work well with other teams and offices across India.
  • Plan ahead, adapt to change, and work towards team goals.
  • Track performance through KPIs and keep improving results.

If you love sales and want to help clients reach their investment goals, we invite you to apply. Ready to grow your career and help others build wealth? Contact Akanksha at 6268769828 or drop me your updated resume on singh.akanksha@equentis.com . Let's shape the future together


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