Equentis - Private Wealth Advisor

Location – Mumbai – Lower Parel Position: Wealth Manager - Private Wealth Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales...

Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via...

Location – Mumbai – Lower Parel Position: Wealth Manager - Private Wealth Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales...

Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via...

Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via...

Location – Mumbai – Lower Parel Position: Wealth Manager - Private Wealth Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales...

Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via...

Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via...

We are seeking a highly motivated and results-driven Senior Wealth Advisory Sales Executive to join our team at Equentis in Lower Parel, Mumbai. The ideal candidate will have a strong background in sales with a proven track record of success in the wealth advisory sector.Key Responsibilities:Develop and execute a daily work plan that prioritizes lead...

Equentis is hiring for Inside sales Role..Role / Responsibilities• Plan the day’s work with emphasis on leads to be contacted basis theimportance of the sales funnel and size• Identify fitment of sales products matching the client’s investing goals• Interact with potential customers with the emphasis on high qualitylead conversions.• Proactively...

About the Company Join Our Sales Team at Equentis About the Role A short paragraph summarizing the key role responsibilities. Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size Identify fitment of Wealth Advisory products matching the client’s investing goals...

About the CompanyJoin Our Sales Team at EquentisAbout the RoleA short paragraph summarizing the key role responsibilities.ResponsibilitiesPlan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and sizeIdentify fitment of Wealth Advisory products matching the client’s investing goalsInteract with...

About the Company Join Our Sales Team at Equentis About the Role A short paragraph summarizing the key role responsibilities. Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size Identify fitment of Wealth Advisory products matching the client’s investing goals...

Company Profile: As part of the Equentis group, we've been at the forefront of the investment world, with a primary focus on the Indian equity markets since 2009. Over a decade later, we're proud to have established India's first online non-discretionary equity advisory company, offering tailored research reports. Regulated by SEBI, our...

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...

About Equentis">We are a leading provider of financial advisory services, dedicated to helping individuals achieve their long-term goals.">Estimated Salary: ₹800,000 - ₹1,200,000 per annum, depending on experience and qualifications.">Job Summary:">We are seeking a highly motivated and results-driven Customer Acquisition Specialist to join our Wealth...

About the Company Join Our Sales Team at Equentis About the Role A short paragraph summarizing the key role responsibilities. Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size Identify fitment of Wealth Advisory products matching the client’s investing...

About the CompanyJoin Our Sales Team at EquentisAbout the RoleA short paragraph summarizing the key role responsibilities.ResponsibilitiesPlan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and sizeIdentify fitment of Wealth Advisory products matching the client’s investing goalsInteract with...

About the CompanyJoin Our Sales Team at EquentisAbout the RoleA short paragraph summarizing the key role responsibilities.Responsibilities- Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size- Identify fitment of Wealth Advisory products matching the client’s investing goals- Interact...

About the CompanyJoin Our Sales Team at EquentisAbout the RoleA short paragraph summarizing the key role responsibilities.ResponsibilitiesPlan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and sizeIdentify fitment of Wealth Advisory products matching the client’s investing goalsInteract with...