Relationship Manager

equentis; Mumbai; On-site; INR 400,000 - 700,000; Full time

Job summary

Equentis is seeking a Wealth Advisor – Retail to acquire retail clients and advise them on the equity subscription basket plan. You will engage prospects, present investment options, and build lasting relationships while maintaining CRM records.

Ideal candidates have 1+ years in customer acquisition/Sales, strong financial market knowledge, and fluency in English, Hindi, and another regional language. This role focuses on driving growth and meeting sales targets within a dynamic

Qualifications

• 1+ years of experience in customer acquisition/B2C sales/Inside sales.
• Financial Market knowledge and understanding.
• Fluency in English, Hindi, and one regional language.
• Strong communication and client acquisition skills.
• Ownership mindset and ability to manage client relationships.
• Passion for sales and business growth.

Responsibilities

• Qualify leads by understanding customer needs and pain points.
• Conduct outbound prospecting and inbound lead follow-up via phone, email, and digital channels.
• Present products/services effectively and maintain CRM records.
• Acquire new clients through digital leads, referrals, networking, and self-sourcing.
• Collaborate with marketing and pre-sales teams.
• Achieve monthly and quarterly sales targets.
• Handle customer inquiries and schedule meetings/demos.
• Track sales metrics and stay updated with industry trends.

Skills

Customer acquisition

B2C sales

Inside sales

Communication skills

Multilingual

CRM usage

Tools

CRM

Job description

At Equentis, we are redefining the way India approaches wealth creation and financial growth. What started as a research-driven advisory firm has evolved into a comprehensive wealth management organization helping clients achieve financial goals through personalized investment strategies and expert guidance.

Our offerings span AIFs, PMS, Mutual Funds, Equities, Bonds, Insurance, and structured investment products across India.

OPEN POSITION

As a Wealth Advisor – Retail, you will acquire retail clients and advise them on the equity subscription basket plan.

KEY RESPONSIBILITIES

• Qualify leads by understanding customer needs and pain points.


• Conduct outbound prospecting and inbound lead follow-up via phone, email, and digital channels.


• Present products/services effectively and maintain CRM records.


• Acquire new clients through digital leads, referrals, networking, and self-sourcing.


• Collaborate with marketing and pre-sales teams.


• Achieve monthly and quarterly sales targets.


• Handle customer inquiries and schedule meetings/demos.


• Track sales metrics and stay updated with industry trends.

CANDIDATE PROFILE

• 1+ years of experience in customer acquisition/B2C sales/Inside sales.


• Financial Market knowledge and understanding.


• Fluency in English, Hindi, and one regional language.


• Strong communication and client acquisition skills.


• Ownership mindset and ability to manage client relationships.


• Passion for sales and business growth.