Wealth Advisor

2 weeks ago

Bengaluru, Karnataka, India equentis Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Company Description

Equentis is a SEBI-registered investment advisory dedicated to helping clients build long-term wealth in the stock market. Equentis - Research & Ranking provides personalized stock recommendations based on clients' goals and risk appetites, supported by over 300 AI-based algorithms and in-depth research. The firm aims to create generational wealth for its clients through high-quality, data-backed investment advice. Located in Mumbai, Equentis Wealth Advisory Services Limited is committed to providing top-tier financial guidance.

The Role

This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients to upgrade to the premium PMP subscription. You will also be responsible for ensuring client subscriptions are renewed on time.

Key Responsibilities

  • Manage a portfolio of existing clients and maintain strong relationships to encourage upgrades to other services.
  • Provide clear information about the benefits of premium services and long-term subscriptions to clients.
  • Ensure all compliance requirements from a SEBI disclosure standpoint are met.
  • Collaborate with other teams across India.

Ideal Candidate Profile

  • Education:
    An MBA with a graduate or postgraduate degree in finance or a related field is desirable, but other degrees may be considered.
  • Experience:
    The company is open to fresh college graduates who are looking for a fast-paced career. They also welcome candidates with prior experience in sales, business development, or customer support from various industries, including hospitality, aviation, and media.
  • Skills:
    The most important skills for this role are "super communication and convincing skills". You should also be highly energetic, persistent, committed, and have the ability to work independently. You must be presentable and capable of dealing with high-net-worth (HNI) or premium clients.

What's on Offer

  • Equentis offers a highly competitive salary and "jaw-dropping" incentives.
  • Bachelor's degree in Finance, Economics, or a related field
  • Experience in financial advisory or wealth management is an added advantage

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