Wealth Manager

Equentis Wealth Advisory; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Equentis Wealth Advisory in Mumbai is seeking an experienced wealth advisory sales professional to meet client needs by selling mutual funds, equities, and other financial products. The role focuses on building strong relationships with High Net Worth Individuals (HNIs) and delivering high-quality advisory services.

The candidate should have 1–6 years of experience in wealth management, a strong knowledge of investment products, and excellent communication skills to acquire and retain clients.

Qualifications

• Strong knowledge of investment advisory services, mutual funds, equity advisory/equity sales/investment products.
• Excellent communication skills with ability to build rapport with HNIs.
• Proven track record in client acquisition and retention.
• 1-6 years of experience in wealth management or related field.

Responsibilities

• Sell various financial products such as mutual funds, equities, bonds, insurance policies, etc. to meet client needs.
• Develop sales plans to achieve targets set by the organization for HNI sales and client acquisition.
• Ensure timely delivery of high-quality service to clients while maintaining a strong relationship with them.
• Provide financial advisory services, including investment planning, portfolio management, and wealth creation strategies.
• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.

Skills

Investment advisory

Mutual funds

Equity sales

Portfolio management

Job description

Roles and Responsibilities

• Sell various financial products such as mutual funds, equities, bonds, insurance policies, etc. to meet client needs.
  
• Develop sales plans to achieve targets set by the organization for HNI sales and client acquisition.
  
• Ensure timely delivery of high-quality service to clients while maintaining a strong relationship with them.
  
• Provide financial advisory services, including investment planning, portfolio management, and wealth creation strategies.
  
• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
  

Desired Candidate Profile

• Strong knowledge of investment advisory services, mutual funds, equity advisory/equity sales/investment products.
  
• Excellent communication skills with ability to build rapport with HNIs.
  
• Proven track record in client acquisition and retention.
  
• 1-6 years of experience in wealth management or related field.