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Equentis - Wealth Manager

Equentis - Wealth Manager

EquentisMumbai, India
30+ days ago
Job description

Position : Wealth Manager

Location : Bangalore / Mumbai

Job Summary

We are seeking a seasoned and results-driven Wealth Manager to join our team in Bangalore or Mumbai. The ideal candidate will be responsible for the acquisition and management of High-Net-Worth Individuals (HNI) with a minimum portfolio size of 1 crore and above.

This role requires a proven track record of working in wealth management or private banking, impeccable sales skills, and the ability to build and maintain long-term client relationships. You will be instrumental in expanding our client base and growing assets under management.

Key Responsibilities

  • Acquire and advise HNI clients, leveraging a pool of affluent and super-affluent leads provided by the company.
  • Build a robust sales funnel through direct client meetings, virtual presentations, and business development activities such as organizing seminars and workshops.
  • Maintain strong client relationships and generate Assets Under Management (AUM) by advising on existing investments and deepening the wallet share from existing clients.
  • Advise affluent clients on their overall financial portfolios in close coordination with the research, financial planning, and operations teams.
  • Coordinate with the product and research teams to make well-informed investment decisions for clients.

Required Skills & Qualifications

  • Prior experience working in a wealth management firm, private banking, PMS Advisory, AIF Acquisition, or high-ticket MF Sales, with specific exposure to HNI client management.
  • Proven ability to analyze client data, identify financial trends, and create impactful presentations.
  • Impeccable sales skills and a track record of successfully negotiating and closing high-ticket sales.
  • Strong personal and virtual meeting skills for client engagement.
  • Good knowledge of Equity Markets and various investment assets.
  • The ability to handle client portfolios with a minimum entry level of 1 crore.

    • (ref : iimjobs.com)

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