equentis | Investment Advisor

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...

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...

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...

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...

About the Role:We are seeking a highly experienced and skilled Director of Investment Portfolio Growth to join our team at Equentis. As a key member of our organization, you will be responsible for driving the strategic direction and operational effectiveness of our portfolio management function.Responsibilities:Develop and execute investment strategies to...

Job DescriptionWe are seeking a highly skilled and experienced Director of Investment Portfolio Growth to join our team at Equentis. This role will play a critical part in driving the strategic direction and operational effectiveness of our portfolio management function.Key Responsibilities:Sales Performance: Achieve sales targets and develop PMS/AIF markets...

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 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...

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...

Head of Portfolio SalesCompany Overview:Equentis is a pioneering online non-discretionary equity advisory company, regulated by SEBI and driven by a team of passionate professionals with deep expertise in financial markets, equity research, and technology.Job Description:The Head of Portfolio Management Sales will spearhead the firm's equity portfolio...

Head of Portfolio Salesequentis is at the forefront of the investment world, with a focus on Indian equity markets since 2009. We've established India's first online non-discretionary equity advisory company, offering tailored research reports regulated by SEBI. Our team brings expertise in financial markets, equity research, and technology.This role...

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 passionate team...

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 passionate team...

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 passionate team...

Company Overviewequentis is a leading online non-discretionary equity advisory company, regulated by SEBI and established in 2009. We offer tailored research reports and are proud to have been at the forefront of the Indian equity markets for over a decade.Job DescriptionThe Head of Portfolio Management Sales will be responsible for overseeing the firm's...

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 passionate team...

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 passionate team...