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Private Wealth Sales Specialist

2 months ago

delhi, India Team Geek Solutions Full time
We’re Hiring Join Equentis as a Private Wealth Sales Specialist
Company : Equentis
Position : Private Wealth Sales Specialist
Location : Mumbai
Type : Full-time
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 Asset Under Management (AUM) from preferred clients.
Collaborate with the Research and Financial Planning teams to provide investment advice to affluent clients.
Manage and deepen the financial portfolios of existing clients.
Coordinate with product and research teams to make informed investment decisions.
Assist in organizing seminars, workshops, and other business development activities.
What We’re Looking For :
Prior experience in wealth management, private banking, PMS, or mutual funds with exposure to HNI client management.
Experience in managing portfolios with a minimum entry-level amount of Rs 1 crore and above.
Strong analytical skills to interpret client data and trends.
Excellent presentation skills to create lasting impressions.
Strong personal and virtual meeting skills.
Why Join Us? :
Be part of India's leading fintech in the wealth management space.
Contribute to an exciting journey as an integral part of our growth towards becoming a Unicorn.
Opportunity to work in a dynamic and fast-paced environment./
If you're skilled in managing HNI clients and have a passion for wealth management, we want to hear from you