Equentis - Private Wealth Advisor

Location - Mumbai - Lower Parel.

Position : Wealth Manager Private Wealth.

Broader Role / Responsibilities:.

Acquisition of Wealth Clients:.

- Wealth Manager will be responsible for acquiring & advising HNI clients. of Affluent & Super Affluent client base from the existing pool of clients within. the company will be given.

- Build up the sales funnel via Client Meetings or Virtual Presentations to clients.

- To conduct and assist in organizing seminars, workshops and other business. development activities.

- Prior experience of working in a wealth management firms, Private banking,. PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI. client management .

- Minimum Entry level Portfolio amount would be Rs 1 crore and above.

- Advisory and Relationship Management.

- Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients.