Private Wealth Sales Specialist - Bank

Are you experienced in managing High Net Worth Individuals (HNIs) and passionate about wealth management? Join Equentis and play a key role in helping our affluent clients achieve their financial goals!

Key Responsibilities:

- Acquire and advise HNI clients (Affluent & Super Affluent) from our existing client base.

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

- Collaborate with the Research and Financial Planning teams to provide investment advice to affluent clients.

- Manage and deepen the financial portfolios of existing clients.

- Coordinate with product and research teams to make informed investment decisions.

- Assist in organizing seminars, workshops, and other business development activities.

What We're Looking For:

- Prior experience in wealth management, private banking, PMS, or mutual funds with exposure to HNI client management.

- Experience in managing portfolios with a minimum entry-level amount of Rs 1 crore and above.

- Strong analytical skills to interpret client data and trends.

- Excellent presentation skills to create lasting impressions.

- Strong personal and virtual meeting skill