Business Development Associate

Equentis Wealth Advisory Services Limited; Mumbai; On-site; INR 1,000,000 - 2,000,000; Full time

Job summary

Equentis Wealth Advisory Services Limited is seeking a Wealth Manager to serve HNI clients and grow AUM. You will meet clients, present investment strategies, and close high-ticket deals while coordinating with research and product teams.

Ideal candidates have proven HNI relationship experience, strong equity market knowledge, and excellent presentation and negotiation skills to deepen wallet from existing clients.

Qualifications

• Experience analyzing client data and identifying investment opportunities.
• Strong sales capability and ability to close high-ticket deals.
• Excellent presentation and negotiation skills for HNI clients.
• Knowledge of equity markets and other investment assets.

Responsibilities

• Acquire and advise HNI clients; grow AUM from the existing client pool.
• Build the sales funnel via client meetings or virtual presentations.
• Organize seminars, workshops and other business development activities.
• Coordinate with research, product and operations teams for client investments.
• Maintain relationships to generate AUM from preferred clients.

Skills

Client analysis

Sales skills

Presentation skills

Relationship management

Job description

• 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 Virtual Presentations to clients.
• 3. To conduct and assist in organizing seminars, workshops and other business development activities.
• 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI client management.
• 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above.

Advisory and Relationship Management

• 6. Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients.
• 7. Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients.
• 8. To coordinate with product and research team for taking investment decision for the clients.

Candidate

• 9. Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job.
• 10. Candidates having experience in managing HNI clients & good Personal and Virtual meeting skills may only apply.
• 11. Impeccable sales skills to handle HNI clients.
• 12. Good Sales negotiator and able to close high ticket sales.
• 13. Good knowledge of Equity Markets and other Investment assets.