Private Wealth Manager

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.

Location – Mumbai – Lower Parel

Position:– PMS Sales Manager

Broader Role / Responsibilities:

Acquisition of Wealth Clients – PMS 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 Presentat...

Ready to Apply?

Submit your application today and join our talented team at equentis.