AIF Sales

13 hours ago

Mumbai, Maharashtra, India equentis Full time

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 of professionals brings deep expertise in financial markets, equity research, and technology.

Job Title: Associate/ Sr. Associate - Equentis Angel Fund - Sales

Location: Lower Parel, Mumbai, India

Qualification: Graduate/MBA/PGDM

Experience: 3-5 years of experience in selling AIF products

Key Requirements:


• Strong Understanding of the Startup Ecosystem: Leverage your deep knowledge to connect with the right clients.


• Excellent Communication Skills: Convey ideas effectively and build rapport with clients and partners.


•Growth Mindset: With 3-5 years of experience in selling AIF products, you're driven to achieve more.


•Established Network: Tap into your existing connections with HNI customers, private wealth clients,AIF/PMS/mutual fund distributors, RIAs, IFAs, and Family Offices.


• Sales Discipline: Consistently meet and exceed sales targets.


• Versatile Sales Approach: Comfortable with telecalling and face-to-face meetings with individuals and distributors.


• Onsite Role: This is a work-from-office position based in Lower Parel, Mumbai.

Your Responsibilities Will Include:


• Customer Acquisition: Bring in new clients for the Equentis Angel Fund.


• Distributor Empanelment: Onboard distributors, family offices, RIAs, and IFAs.


• Sales Targets: Drive towards and achieve weekly, monthly, quarterly, and annual sales goals.


• Compliance: Ensure adherence to all regulatory requirements.


• Client Relationship Management: Build and maintain strong relationships with clients.

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