Private Wealth Manager

equentis; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Equentis in Mumbai is looking for a Wealth Manager focused on acquiring and advising HNI clients. You will build a sales funnel through client meetings and manage investment portfolios, coordinating with research and financial planning teams.

The ideal candidate has strong sales skills, knowledge in equity markets, and experience in wealth management. Certification in NISM XA and XB is mandatory.

Qualifications

• Minimum entry level portfolio amount of Rs 1 crore and above.
• Prior experience in wealth management firms or private banking.
• Impeccable sales skills to handle HNI clients.

Responsibilities

• Acquire & advise HNI clients including affluent and super affluent.
• Build up sales funnel via client meetings or F2F presentations.
• Maintain relationships and generate Asset Under Management (AUM).

Skills

Sales negotiation

Client relationship management

Presentation skills

Equity market knowledge

Education

NISM XA & XB certification

Job description

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.

Broader Role / Responsibilities

• Wealth Manager will be responsible for acquiring & advising HNI clients, including leads of Affluent & Super Affluent client base from the existing pool of clients within the company.
• Build up the sales funnel via Client Meetings or F2F Presentations to clients.
• Conduct and assist in organizing seminars, workshops and other business development activities.
• Prior experience of working in wealth management firms, private banking, PMS advisory high-ticket sales with exposure to HNI client management.
• Minimum entry level portfolio amount of Rs 1 crore and above.

Advisory and Relationship Management

• Maintain client relationships and generate Asset Under Management (AUM) from preferred clients.
• Advise affluent clients in conjunction with the research team, financial planning department, operations team, etc., on their existing investments and manage their overall financial portfolio to deepen the wallet from existing clients.
• Coordinate with product and research team for taking investment decisions for the clients.

Candidate

• Good ability to analyze client data, identify trends, and create lasting impressions through impactful presentations.
• Experience in PMS sales and meeting clients face‑to‑face on the ground.
• Impeccable sales skills to handle HNI clients and PMS.
• Strong sales negotiator and able to close high-ticket sales.
• Good knowledge of equity markets and other investment assets.
• Mandatory certification: NISM XA & XB.