Premier Client Manager

2 days ago


bangalore district, India equentis Full time

Location – Mumbai – Lower Parel/ Bangalore Position:– PMS Sales Manager Broader Role / Responsibilities: Acquisition of Wealth Clients – PMP Sales: 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 funnel via Client Meetings or F2F Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory High ticket Sales with exposure to HNI client management. 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above. Advisory and Relationship Management 6. Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. 7. Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8. To coordinate with product and research team for taking investment decision for the clients. Candidate 9. Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job. 10. Candidates having experience in PMS Sales and meeting clints F2F on ground. 11. Impeccable sales skills to handle HNI clients and PMS. 12. Good Sales negotiator and able to close high ticket sales. 13. Good knowledge of Equity Markets and other Investment assets. 14. Mandatory certification required: NISM XA & XB



  • Bangalore, India Equentis Full time

    Location – Mumbai – Lower Parel/ Bangalore Position:– PMS Sales Manager Broader Role / Responsibilities: Acquisition of Wealth Clients – PMP Sales: 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...


  • Bangalore, India equentis Full time

    Location – Mumbai – Lower Parel/ Bangalore Position:– PMS Sales Manager Broader Role / Responsibilities: Acquisition of Wealth Clients – PMP Sales: 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...


  • bangalore, India equentis Full time

    Location – Mumbai – Lower Parel/BangalorePosition:– PMS Sales ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients – PMP Sales: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...

  • Adobe Premiere Pro

    7 days ago


    bangalore, India MAHTO Full time

    Company Description MAHTO is a platform connecting contractors and homeowners with skilled blue-collar workers, primarily from the home building industry. We facilitate finding and hiring construction contractors, and offer our own Full Stack Home Building Services under "mine." MAHTO's "mine" delivers exceptional projects across residential, commercial, and...

  • Adobe Premiere Pro

    7 days ago


    bangalore, India MAHTO Full time

    Company Description MAHTO is a platform connecting contractors and homeowners with skilled blue-collar workers, primarily from the home building industry. We facilitate finding and hiring construction contractors, and offer our own Full Stack Home Building Services under "mine." MAHTO's "mine" delivers exceptional projects across residential, commercial, and...


  • bangalore district, India Horizontal Talent Full time

    About the job About Horizontal: Established since 2003 in the US, Horizontal solves complex challenges across two distinct businesses: Horizontal Digital and Horizontal Talent. We are consistently recognized for being a top workplace and one of the fastest growing private companies. Horizontal Talent specializes in staffing for IT, Digital & Creative and...


  • bangalore district, India Horizontal Talent Full time

    About Horizontal: Established since 2003 in the US, Horizontal solves complex challenges across two distinct businesses: Horizontal Digital and Horizontal Talent. We are consistently recognized for being a top workplace and one of the fastest growing private companies. Horizontal Talent specializes in staffing for IT, Digital & Creative and Business &...


  • bangalore, India Stealth Manager - White Label Agency Full time

    We are looking for a strategic professional with a strong relationship-driven profile and proven experience managing accounts within the Amazon ecosystem (FBA, FBM, DSP, Seller Central, Vendor Central). This position is ideal for professionals working as Brand Managers, Account Managers, or Client Success Managers, who can connect data, performance, and...


  • bangalore, India Stealth Manager - White Label Agency Full time

    We are looking for a strategic professional with a strong relationship-driven profile and proven experience managing accounts within the Amazon ecosystem (FBA, FBM, DSP, Seller Central, Vendor Central). This position is ideal for professionals working as Brand Managers, Account Managers, or Client Success Managers, who can connect data, performance, and...


  • bangalore district, India Clinic 365 Full time

    About the Company We are Bangalore's fastest-growing Salon & Spa chain, with three years of proven success. Now, we're launching Clinic 365 our state-of-the-art Skin, Hair, Body & Laser Clinic, and we're looking for a key partner. We're seeking an experienced Consultant Dermatologist with a passion for cutting-edge technology to help build this venture from...