equentis | Private Wealth Advisor | mumbai

Location - Mumbai - Lower Parel. 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...

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...

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...

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...

Job OverviewWe are seeking a skilled Private Wealth Advisor to join our team at Deutsche Bank in Mumbai. As a key member of our Private Banking division, you will play a crucial role in building and maintaining relationships with high net worth clients, providing expert financial advice, and driving business growth.Key ResponsibilitiesAcquire and retain high...

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...

Job Title: Digital Experience DesignerAbout Us:We are a forward-thinking digital agency at Equentis in Lower Parel, Mumbai. Our team is passionate about creating exceptional user experiences through innovative design solutions.Job Description:We are looking for a highly skilled and creative Digital Experience Designer to join our dynamic team. As a UI/UX...

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...

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...