Business Development Associate

Equentis Wealth Advisory Services Limited; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Benefits offered by this job

Job summary

Equentis Wealth Advisory Services Limited in Mumbai seeks a Wealth Manager to acquire and advise HNI clients, building the sales funnel through meetings and virtual presentations. You'll coordinate with research, planning, and operations to deepen wallet from existing clients and manage AUM.

Previous experience in wealth management, private banking or PMS/AIF is preferred; minimum portfolio size Rs 1 crore. Strong sales and equity markets knowledge are essential for success.

Qualifications

• Experience in acquiring and advising HNI clients.
• Strong ability to build relationships and generate AUM.
• Experience with high-ticket deals and equity investments.
• Ability to conduct seminars and virtual presentations.
• Minimum portfolio size of Rs 1 crore.
• Excellent sales and negotiation skills.
• Knowledge of equity markets and investment assets.
• Experience with PMS/AIF or private banking is a plus.

Responsibilities

• Acquire and advise HNI clients; manage the client base.
• Build the sales funnel via client meetings or virtual presentations.
• Organize seminars, workshops and other business development activities.
• Coordinate with product, research and operations for investment decisions.
• Maintain client relationships and generate AUM from preferred clients.
• Deepen wallet from existing clients through advisory services.

Skills

Sales skills

HNI client handling

Analytical thinking

Equity markets knowledge

Job description

Advisory and Relationship Management

• 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.

• 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.