Wealth Advisor

Equentis Wealth Advisory; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Benefits offered by this job

Office in Lower Parel East

5-day workweek with 2 Saturdays

Job summary

Equentis Wealth Advisory is seeking a driven Sales Professional with strong BFSI product knowledge to join our Mumbai team. The role focuses on building relationships with HNI clients, RIAs, IFAs, and family offices, while driving continual sales targets through telecalling and face-to-face meetings.

Based in Lower Parel East, the position follows a 5-day workweek with the last two Saturdays working; the candidate should leverage existing networks and demonstrate a growth mindset in a dynamic

Qualifications

• Candidates should have 1–8 years of experience selling BFSI products.
• Strong understanding of the startup ecosystem to connect with clients.

Responsibilities

• Meet and exceed weekly, monthly, quarterly, and annual sales targets.
• Build and maintain relationships with clients and distributors.

Skills

Excellent communication

Growth mindset

Established network

Sales discipline

Versatile sales approach

Banking products sales

Job description

Role & responsibilities

We are seeking a talented and driven Sales Professional with a robust understanding of the startup ecosystem to join our growing team. If youre passionate about sales, have a knack for building relationships, and are ready to take on the challenge of meeting and exceeding targets, this opportunity is for you!

Preferred candidate profile

Strong Understanding of the Startup Ecosystem: Leverage your deep knowledge to connect with the right clients.

• Excellent Communication Skills: Convey ideas effectively and build rapport with clients and partners.
• Growth Mindset: With 1-8 years of experience in selling BFSI products, you're driven to achieve more.
• Established Network: Tap into your existing connections with HNI customers, private wealth clients, AIF/PMS/mutual fund distributors, RIAs, IFAs, and Family Offices.
• Sales Discipline: Consistently meet and exceed sales targets.
• Versatile Sales Approach: Comfortable with telecalling and face-to-face meetings with individuals and distributors.

• Experience in selling banking Products,AIF,PMS, SIP.MF,Bonds,Equities
• Sales Discipline
• Sales Targets: Drive towards and achieve weekly, monthly, quarterly, and annual sales goals.
• Compliance: Ensure adherence to all regulatory requirements.
• Client Relationship Management: Build and maintain strong relationships with clients.

Work from office

Location- Lower Parel East

5 Day's working (Last 2 Saturday's working)