Private Wealth Manager

Company Profile:

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.

Location – Mumbai – Lower Parel

Position:– PMS Sales Manager

Broader Role / Responsibilities:

Acquisition of Wealth Clients – PMS Sales:

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 F2F Presentat...